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WoodTrust Financial’s Aon AON Stock Holding History

WoodTrust Financial’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
-1,350
Closed -$436K – 181
2026
Q1 		$436K Sell
1,350
-4,355
-76% -$1.45M 0.06% 120
2025
Q4 		$2.01M Sell
5,705
-380
-6% -$133K 0.24% 59
2025
Q3 		$2.17M Hold
6,085
– – 0.26% 53
2025
Q2 		$2.17M Hold
6,085
– – 0.28% 50
2025
Q1 		$2.43M Hold
6,085
– – 0.34% 47
2024
Q4 		$2.19M Hold
6,085
– – 0.31% 52
2024
Q3 		$2.1M Hold
6,085
– – 0.3% 56
2024
Q2 		$1.79M Buy
6,085
+797
+15% +$236K 0.28% 64
2024
Q1 		$1.76M Buy
5,288
+128
+2% +$39.7K 0.28% 62
2023
Q4 		$1.5M Buy
5,160
+85
+2% +$27.2K 0.26% 60
2023
Q3 		$1.65M Sell
5,075
-50
-1% -$16.5K 0.31% 59
2023
Q2 		$1.77M Hold
5,125
– – 0.33% 56
2023
Q1 		$1.62M Hold
5,125
– – 0.31% 56
2022
Q4 		$1.54M Hold
5,125
– – 0.32% 53
2022
Q3 		$1.37M Buy
5,125
+350
+7% +$98.9K 0.31% 56
2022
Q2 		$1.29M Buy
4,775
+200
+4% +$57.5K 0.29% 55
2022
Q1 		$1.49M Buy
4,575
+1,225
+37% +$356K 0.3% 51
2021
Q4 		$1.01M Buy
3,350
+310
+10% +$92.9K 0.21% 67
2021
Q3 		$869K Buy
3,040
+1,525
+101% +$410K 0.2% 62
2021
Q2 		$361K Buy
+1,515
New +$370K 0.1% 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

WoodTrust Financial's AON Position: Q2 2026 in Review

WoodTrust Financial sold out of Aon (AON) in Q2 2026, closing a stake of 1,350 shares — an estimated $436K sold.

WoodTrust Financial first reported a position in AON in Q2 2021 and held it in 20 quarters. The position peaked at $2.43M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • WoodTrust Financial reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • WoodTrust Financial sold 1,350 Aon shares in Q2 2026, an estimated $436K.
  • WoodTrust Financial first reported a position in Aon in Q2 2021 and held it in 20 quarters.
  • WoodTrust Financial's Aon position peaked at $2.43M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.