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True Wealth Design’s Aon AON Stock Holding History

True Wealth Design’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 		$188K Buy
567
+373
+192% +$120K 0.04% 129
2026
Q1 		$62.6K Buy
194
+128
+194% +$42.5K 0.02% 336
2025
Q4 		$23.3K Buy
66
+53
+408% +$18.5K 0.01% 560
2025
Q3 		$4.62K Buy
13
+4
+44% +$1.45K ﹤0.01% 1108
2025
Q2 		$3.19K Buy
9
+1
+13% +$362 ﹤0.01% 986
2025
Q1 		$3.17K Buy
8
+6
+300% +$2.3K ﹤0.01% 833
2024
Q4 		$697 Buy
+2
New +$735 ﹤0.01% 1028

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

True Wealth Design's AON Position: Q2 2026 in Review

True Wealth Design increased its Aon (AON) stake by 192% in Q2 2026, buying an estimated $120K and bringing the position to 567 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #129.

True Wealth Design first reported a position in AON in Q4 2024 and has held it in 7 quarters since. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • True Wealth Design held 567 shares of Aon worth $188K as of Q2 2026.
  • True Wealth Design bought 373 Aon shares in Q2 2026, an estimated $120K.
  • Aon made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #129 holding.
  • True Wealth Design first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.