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United Financial Planning Group’s Aon AON Stock Holding History

United Financial Planning Group’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 		$7.63K Buy
+23
New +$7.42K ﹤0.01% 298
2026
Q1 		– Sell
-20
Closed -$7.06K – 470
2025
Q4 		$7.06K Buy
+20
New +$6.98K ﹤0.01% 241

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

United Financial Planning Group's AON Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Aon (AON) in Q2 2026: 23 shares worth $7.63K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in AON as recently as Q4 2025.

United Financial Planning Group first reported a position in AON in Q4 2025 and has held it in 2 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • United Financial Planning Group held 23 shares of Aon worth $7.63K as of Q2 2026.
  • Aon was a new United Financial Planning Group position in Q2 2026.
  • Aon made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #298 holding.
  • United Financial Planning Group first reported a position in Aon in Q4 2025 and has held it in 2 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.