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Valley Wealth Managers’s Aon AON Stock Holding History

Valley Wealth Managers’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
-7
Closed -$2.47K – 319
2025
Q4 		$2.47K Buy
+7
New +$2.44K ﹤0.01% 325
2024
Q4 		– Sell
-886
Closed -$307K – 405
2024
Q3 		$307K Buy
886
+28
+3% +$9.16K 0.02% 174
2024
Q2 		$252K Sell
858
-77
-8% -$22.8K 0.02% 181
2024
Q1 		$312K Buy
935
+158
+20% +$49K 0.02% 176
2023
Q4 		$226K Hold
777
– – 0.02% 180
2023
Q3 		$252K Buy
777
+36
+5% +$11.9K 0.02% 173
2023
Q2 		$256K Sell
741
-5
-0.7% -$1.62K 0.02% 148
2023
Q1 		$235K Sell
746
-43
-5% -$13.3K 0.02% 153
2022
Q4 		$237K Sell
789
-66
-8% -$19.3K 0.02% 152
2022
Q3 		$229K Hold
855
– – 0.02% 157
2022
Q2 		$231K Sell
855
-306
-26% -$88K 0.02% 172
2022
Q1 		$378K Buy
1,161
+86
+8% +$25K 0.03% 141
2021
Q4 		$323K Buy
1,075
+127
+13% +$38.1K 0.03% 164
2021
Q3 		$271K Buy
+948
New +$255K 0.02% 162

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

Valley Wealth Managers's AON Position: Q1 2026 in Review

Valley Wealth Managers sold out of Aon (AON) in Q1 2026, closing a stake of 7 shares — an estimated $2.47K sold.

Valley Wealth Managers first reported a position in AON in Q3 2021 and held it in 14 quarters. The position peaked at $378K in Q1 2022. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Valley Wealth Managers reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 7 Aon shares in Q1 2026, an estimated $2.47K.
  • Valley Wealth Managers first reported a position in Aon in Q3 2021 and held it in 14 quarters.
  • Valley Wealth Managers's Aon position peaked at $378K in Q1 2022.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.