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Wealthedge Investment Advisors’s Aon AON Stock Holding History

Wealthedge Investment 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 		$342K Sell
1,031
-3,028
-75% -$977K 0.12% 112
2026
Q1 		$1.31M Buy
4,059
+2,293
+130% +$762K 0.48% 54
2025
Q4 		$623K Sell
1,766
-1
-0.1% -$349 0.23% 83
2025
Q3 		$630K Buy
1,767
+1
+0.1% +$362 0.24% 89
2025
Q2 		$630K Hold
1,766
– – 0.26% 93
2025
Q1 		$705K Sell
1,766
-11
-0.6% -$4.22K 0.32% 79
2024
Q4 		$638K Buy
+1,777
New +$653K 0.29% 82

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

Wealthedge Investment Advisors's AON Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Aon (AON) stake by 75% in Q2 2026, selling an estimated $977K and leaving 1,031 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #112.

Wealthedge Investment Advisors first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2026. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Wealthedge Investment Advisors held 1,031 shares of Aon worth $342K as of Q2 2026.
  • Wealthedge Investment Advisors sold 3,028 Aon shares in Q2 2026, an estimated $977K.
  • Aon made up 0.12% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Wealthedge Investment Advisors first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Aon position peaked at $1.31M in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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