Wallace Advisory Group’s Aon AON Stock Holding History

Wallace Advisory 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 Q1	–	Sell	-885	Closed	-$312K	–	128
2025 Q4	$312K	Sell	885 -718	-45%	-$251K	0.33%	85
2025 Q3	$572K	Sell	1,603 -781	-33%	-$283K	0.46%	60
2025 Q2	$951K	Buy	+2,384	New	+$864K	0.69%	37

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wallace Advisory Group's AON Position: Q1 2026 in Review

Wallace Advisory Group sold out of Aon (AON) in Q1 2026, closing a stake of 885 shares — an estimated $312K sold.

Wallace Advisory Group first reported a position in AON in Q2 2025 and held it in 3 quarters. The position peaked at $951K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Wallace Advisory Group reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
Wallace Advisory Group sold 885 Aon shares in Q1 2026, an estimated $312K.
Wallace Advisory Group first reported a position in Aon in Q2 2025 and held it in 3 quarters.
Wallace Advisory Group's Aon position peaked at $951K in Q2 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.