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 Q2	–	Sell	-770	Closed	-$249K	–	579
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Alliance's AON Position: Q2 2026 in Review

Wealth Alliance sold out of Aon (AON) in Q2 2026, closing a stake of 770 shares — an estimated $249K sold.

Wealth Alliance first reported a position in AON in Q1 2025 and held it in 5 quarters. The position peaked at $312K in Q1 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Wealth Alliance reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
Wealth Alliance sold 770 Aon shares in Q2 2026, an estimated $249K.
Wealth Alliance first reported a position in Aon in Q1 2025 and held it in 5 quarters.
Wealth Alliance's Aon position peaked at $312K in Q1 2025.
1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.