Addison Advisors’s Aon AON Stock Holding History

Addison 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	-500	Closed	-$161K	–	721
2026 Q1	$161K	Hold	500	–	–	0.04%	250
2025 Q4	$176K	Hold	500	–	–	0.04%	234
2025 Q3	$178K	Hold	500	–	–	0.04%	238
2025 Q2	$178K	Hold	500	–	–	0.04%	234
2025 Q1	$200K	Hold	500	–	–	0.05%	205
2024 Q4	$180K	Hold	500	–	–	0.05%	222
2024 Q3	$173K	Hold	500	–	–	0.05%	237
2024 Q2	$147K	Hold	500	–	–	0.05%	243
2024 Q1	$167K	Hold	500	–	–	0.06%	217
2023 Q4	$146K	Hold	500	–	–	0.06%	224
2023 Q3	$162K	Hold	500	–	–	0.08%	178
2023 Q2	$173K	Hold	500	–	–	0.09%	170
2023 Q1	$158K	Sell	500 -3	-0.6%	-$929	0.09%	163
2022 Q4	$151K	Hold	503	–	–	0.09%	154
2022 Q3	$135K	Hold	503	–	–	0.08%	160
2022 Q2	$136K	Hold	503	–	–	0.08%	159
2022 Q1	$164K	Hold	503	–	–	0.09%	152
2021 Q4	$151K	Buy	503 +3	+0.6%	+$899	0.09%	144
2021 Q3	$143K	Hold	500	–	–	0.11%	105
2021 Q2	$119K	Buy	+500	New	+$122K	0.1%	118
2020 Q4	$106K	Buy	+500	New	+$102K	0.1%	121

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

Addison Advisors's AON Position: Q2 2026 in Review

Addison Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 500 shares — an estimated $161K sold.

Addison Advisors first reported a position in AON in Q4 2020 and held it in 21 quarters. The position peaked at $200K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Addison Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 500 Aon shares in Q2 2026, an estimated $161K.
Addison Advisors first reported a position in Aon in Q4 2020 and held it in 21 quarters.
Addison Advisors's Aon position peaked at $200K in Q1 2025.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.