SPWM Advisors’s Aon AON Stock Holding History

SPWM Advisors’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	$393K	Sell	1,070 -269	-20%	-$86.8K	0.36%	55
2026 Q1	$424K	Buy	+1,339	New	+$445K	0.37%	56

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SPWM Advisors's AON Position: Q2 2026 in Review

SPWM Advisors reduced its Aon (AON) stake by 20% in Q2 2026, selling an estimated $86.8K and leaving 1,070 shares worth $393K. The position accounts for 0.36% of the portfolio, ranked #55.

SPWM Advisors first reported a position in AON in Q1 2026 and has held it in 2 quarters since. The position peaked at $424K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

SPWM Advisors held 1,070 shares of Aon worth $393K as of Q2 2026.
SPWM Advisors sold 269 Aon shares in Q2 2026, an estimated $86.8K.
Aon made up 0.36% of SPWM Advisors's portfolio in Q2 2026, its #55 holding.
SPWM Advisors first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
SPWM Advisors's Aon position peaked at $424K in Q1 2026.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.