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Wealth Preservation Advisors’s Aon AON Stock Holding History

Wealth Preservation 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 		– Sell
-93
Closed -$30K – 136
2026
Q1 		$30K Buy
93
+83
+830% +$27.6K 0.02% 251
2025
Q4 		$3.53K Hold
10
– – ﹤0.01% 431
2025
Q3 		$3.57K Buy
10
+1
+11% +$362 ﹤0.01% 418
2025
Q2 		$3.21K Hold
9
– – ﹤0.01% 420
2025
Q1 		$3.59K Buy
+9
New +$3.45K ﹤0.01% 420

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

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

Wealth Preservation Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 93 shares — an estimated $30K sold.

Wealth Preservation Advisors first reported a position in AON in Q1 2025 and held it in 5 quarters. The position peaked at $30K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 93 Aon shares in Q2 2026, an estimated $30K.
  • Wealth Preservation Advisors first reported a position in Aon in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Aon position peaked at $30K in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.