TRUE Private Wealth Advisors’s Aon AON Stock Holding History

TRUE Private Wealth 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	$264K	Buy	794 +17	+2%	+$5.48K	0.02%	240
2026 Q1	$251K	Buy	777 +31	+4%	+$10.3K	0.02%	237
2025 Q4	$263K	Hold	746	–	–	0.03%	224
2025 Q3	$266K	Hold	746	–	–	0.03%	222
2025 Q2	$266K	Sell	746 -23	-3%	-$8.33K	0.03%	216
2025 Q1	$307K	Sell	769 -95	-11%	-$36.4K	0.04%	180
2024 Q4	$310K	Sell	864 -14	-2%	-$5.15K	0.04%	178
2024 Q3	$304K	Sell	878 -14	-2%	-$4.58K	0.04%	168
2024 Q2	$262K	Buy	892 +11	+1%	+$3.25K	0.03%	239
2024 Q1	$294K	Buy	881 +5	+0.6%	+$1.55K	0.03%	233
2023 Q4	$255K	Hold	876	–	–	0.03%	240
2023 Q3	$284K	Buy	876 +8	+0.9%	+$2.65K	0.04%	201
2023 Q2	$300K	Hold	868	–	–	0.04%	170
2023 Q1	$274K	Hold	868	–	–	0.04%	185
2022 Q4	$261K	Buy	868 +1	+0.1%	+$292	0.04%	178
2022 Q3	$232K	Sell	867 -4	-0.5%	-$1.13K	0.04%	183
2022 Q2	$235K	Hold	871	–	–	0.03%	195
2022 Q1	$254K	Buy	871 +3	+0.3%	+$873	0.04%	203
2021 Q4	$261K	Buy	868 +133	+18%	+$39.9K	0.04%	217
2021 Q3	$210K	Buy	+735	New	+$197K	0.03%	228
2021 Q2	–	Sell	-891	Closed	-$205K	–	238
2021 Q1	$205K	Buy	891 +156	+21%	+$34.3K	0.03%	219
2020 Q4	$155K	Hold	735	–	–	0.03%	222
2020 Q3	$151K	Hold	735	–	–	0.03%	208
2020 Q2	$141K	Buy	+735	New	+$137K	0.03%	205
2020 Q1	–	Sell	-835	Closed	-$174K	–	670
2019 Q4	$174K	Buy	+835	New	+$165K	0.03%	233
2019 Q3	–	Sell	-883	Closed	-$170K	–	237
2019 Q2	$170K	Buy	+883	New	+$160K	0.03%	210
2018 Q4	–	Sell	-1,058	Closed	-$163K	–	266
2018 Q3	$163K	Buy	+1,058	New	+$155K	0.02%	292

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

TRUE Private Wealth Advisors's AON Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Aon (AON) stake by 2.2% in Q2 2026, buying an estimated $5.48K and bringing the position to 794 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #240.

TRUE Private Wealth Advisors first reported a position in AON in Q3 2018 and has held it in 27 quarters since. The position peaked at $310K in Q4 2024. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

TRUE Private Wealth Advisors held 794 shares of Aon worth $264K as of Q2 2026.
TRUE Private Wealth Advisors bought 17 Aon shares in Q2 2026, an estimated $5.48K.
Aon made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #240 holding.
TRUE Private Wealth Advisors first reported a position in Aon in Q3 2018 and has held it in 27 quarters since.
TRUE Private Wealth Advisors's Aon position peaked at $310K in Q4 2024.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.