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Wealth Alliance’s Aon AON Stock Holding History

Wealth Alliance’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 		$249K Buy
770
+26
+3% +$8.64K 0.02% 479
2025
Q4 		$263K Hold
744
– – 0.03% 465
2025
Q3 		$265K Buy
744
+51
+7% +$18.4K 0.03% 457
2025
Q2 		$247K Sell
693
-88
-11% -$31.9K 0.03% 471
2025
Q1 		$312K Buy
+781
New +$299K 0.04% 386

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Alliance's AON Position: Q1 2026 in Review

Wealth Alliance increased its Aon (AON) stake by 3.5% in Q1 2026, buying an estimated $8.64K and bringing the position to 770 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #479.

Wealth Alliance first reported a position in AON in Q1 2025 and has held it in 5 quarters since. The position peaked at $312K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Wealth Alliance held 770 shares of Aon worth $249K as of Q1 2026.
  • Wealth Alliance bought 26 Aon shares in Q1 2026, an estimated $8.64K.
  • Aon made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #479 holding.
  • Wealth Alliance first reported a position in Aon in Q1 2025 and has held it in 5 quarters since.
  • Wealth Alliance's Aon position peaked at $312K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.