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Tanager Wealth Management’s Aon AON Stock Holding History

Tanager 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
Q1 		– Sell
-871
Closed -$307K – 147
2025
Q4 		$307K Buy
871
+5
+0.6% +$1.75K 0.03% 106
2025
Q3 		$309K Sell
866
-6
-0.7% -$2.17K 0.03% 99
2025
Q2 		$311K Sell
872
-33
-4% -$12K 0.04% 98
2025
Q1 		$361K Buy
905
+26
+3% +$9.97K 0.05% 82
2024
Q4 		$316K Sell
879
-504
-36% -$185K 0.04% 84
2024
Q3 		$479K Buy
+1,383
New +$452K 0.06% 67

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Tanager Wealth Management's AON Position: Q1 2026 in Review

Tanager Wealth Management sold out of Aon (AON) in Q1 2026, closing a stake of 871 shares — an estimated $307K sold.

Tanager Wealth Management first reported a position in AON in Q3 2024 and held it in 6 quarters. The position peaked at $479K in Q3 2024. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Tanager Wealth Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Tanager Wealth Management sold 871 Aon shares in Q1 2026, an estimated $307K.
  • Tanager Wealth Management first reported a position in Aon in Q3 2024 and held it in 6 quarters.
  • Tanager Wealth Management's Aon position peaked at $479K in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.