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Spire Wealth Management’s Aon AON Stock Holding History

Spire Wealth Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Buy
503
+103
+26% +$33.2K 0.01% 841
2026
Q1 		$129K Buy
400
+69
+21% +$22.9K ﹤0.01% 911
2025
Q4 		$117K Buy
331
+20
+6% +$6.98K ﹤0.01% 940
2025
Q3 		$111K Sell
311
-3
-1% -$1.08K ﹤0.01% 952
2025
Q2 		$112K Sell
314
-103
-25% -$37.3K ﹤0.01% 934
2025
Q1 		$166K Sell
417
-8
-2% -$3.07K 0.01% 868
2024
Q4 		$153K Buy
425
+14
+3% +$5.15K ﹤0.01% 895
2024
Q3 		$142K Buy
411
+1
+0.2% +$327 ﹤0.01% 819
2024
Q2 		$120K Sell
410
-9
-2% -$2.66K ﹤0.01% 845
2024
Q1 		$140K Buy
419
+4
+1% +$1.24K ﹤0.01% 891
2023
Q4 		$129K Sell
415
-118
-22% -$37.8K ﹤0.01% 923
2023
Q3 		$173K Sell
533
-279
-34% -$92.3K 0.01% 756
2023
Q2 		$280K Sell
812
-31
-4% -$10.1K 0.01% 627
2023
Q1 		$266K Buy
843
+546
+184% +$169K 0.01% 641
2022
Q4 		$89K Buy
297
+196
+194% +$57.3K 0.01% 786
2022
Q3 		$27K Sell
101
-984
-91% -$278K ﹤0.01% 1197
2022
Q2 		$293K Buy
1,085
+59
+6% +$17K 0.01% 641
2022
Q1 		$334K Sell
1,026
-561
-35% -$163K 0.01% 692
2021
Q4 		$477K Buy
1,587
+81
+5% +$24.3K 0.01% 719
2021
Q3 		$430K Buy
1,506
+957
+174% +$257K 0.01% 642
2021
Q2 		$131K Sell
549
-81
-13% -$19.8K ﹤0.01% 1090
2021
Q1 		$145K Buy
+630
New +$139K ﹤0.01% 1212

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's AON Position: Q2 2026 in Review

Spire Wealth Management increased its Aon (AON) stake by 26% in Q2 2026, buying an estimated $33.2K and bringing the position to 503 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #841.

Spire Wealth Management first reported a position in AON in Q1 2021 and has held it in 22 quarters since. The position peaked at $477K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Spire Wealth Management held 503 shares of Aon worth $167K as of Q2 2026.
  • Spire Wealth Management bought 103 Aon shares in Q2 2026, an estimated $33.2K.
  • Aon made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #841 holding.
  • Spire Wealth Management first reported a position in Aon in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Aon position peaked at $477K in Q4 2021.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.