AWM
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Activest Wealth Management’s Aon AON Stock Holding History

Activest Wealth Management’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 		$13.6K Buy
42
+20
+91% +$6.65K ﹤0.01% 618
2025
Q4 		$7.76K Sell
22
-27
-55% -$9.43K ﹤0.01% 707
2025
Q3 		$17.5K Buy
49
+24
+96% +$8.68K ﹤0.01% 403
2025
Q2 		$8.92K Sell
25
-19
-43% -$6.88K ﹤0.01% 455
2025
Q1 		$17.6K Buy
44
+42
+2,100% +$16.1K ﹤0.01% 309
2024
Q4 		$718 Buy
+2
New +$735 ﹤0.01% 493

Other funds holding AON

BlackRock
BlackRock New York $5.7T 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 $1.47T 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