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Valued Wealth Advisors’s Aon AON Stock Holding History

Valued 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 		$5.31K Hold
16
– – ﹤0.01% 439
2026
Q1 		$5.17K Hold
16
– – ﹤0.01% 393
2025
Q4 		$5.65K Hold
16
– – ﹤0.01% 285
2025
Q3 		$5.71K Hold
16
– – ﹤0.01% 270
2025
Q2 		$5.71K Sell
16
-1
-6% -$362 ﹤0.01% 267
2025
Q1 		$6.79K Hold
17
– – ﹤0.01% 270
2024
Q4 		$6.11K Hold
17
– – ﹤0.01% 282
2024
Q3 		$5.88K Hold
17
– – ﹤0.01% 270
2024
Q2 		$4.99K Sell
17
-5
-23% -$1.48K ﹤0.01% 275
2024
Q1 		$7.34K Buy
22
+3
+16% +$930 0.01% 218
2023
Q4 		$6.16K Buy
+19
New +$6.08K 0.01% 174

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

Valued Wealth Advisors's AON Position: Q2 2026 in Review

Valued Wealth Advisors held its Aon (AON) position steady in Q2 2026 at 16 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Valued Wealth Advisors first reported a position in AON in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.34K in Q1 2024. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Valued Wealth Advisors held 16 shares of Aon worth $5.31K as of Q2 2026.
  • Valued Wealth Advisors left its Aon share count unchanged in Q2 2026.
  • Aon made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #439 holding.
  • Valued Wealth Advisors first reported a position in Aon in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Aon position peaked at $7.34K in Q1 2024.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.