Annandale Capital’s Aon AON Stock Holding History

Annandale Capital’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	$6.79M	Buy	21,032 +8,413	+67%	+$2.8M	1.11%	31
2025 Q4	$4.45M	Buy	12,619 +7,198	+133%	+$2.51M	0.73%	48
2025 Q3	$19.3M	Buy	5,421 +4,298	+383%	+$1.55M	0.34%	59
2025 Q2	$401K	Hold	1,123	–	–	0.07%	93
2025 Q1	$448K	Hold	1,123	–	–	0.08%	92
2024 Q4	$403K	Hold	1,123	–	–	0.08%	98
2024 Q3	$389K	Hold	1,123	–	–	0.08%	97
2024 Q2	$330K	Hold	1,123	–	–	0.07%	102
2024 Q1	$375K	Hold	1,123	–	–	0.08%	100
2023 Q4	$327K	Sell	1,123 -105	-9%	-$33.6K	0.08%	106
2023 Q3	$398K	Hold	1,228	–	–	0.12%	92
2023 Q2	$424K	Buy	1,228 +105	+9%	+$34.1K	0.12%	91
2023 Q1	$354K	Hold	1,123	–	–	0.11%	102
2022 Q4	$337K	Hold	1,123	–	–	0.11%	100
2022 Q3	$301K	Hold	1,123	–	–	0.11%	100
2022 Q2	$303K	Hold	1,123	–	–	0.12%	106
2022 Q1	$366K	Sell	1,123 -400	-26%	-$116K	0.14%	86
2021 Q4	$458K	Buy	1,523 +400	+36%	+$120K	0.2%	74
2021 Q3	$321K	Hold	1,123	–	–	0.19%	67
2021 Q2	$268K	Hold	1,123	–	–	0.16%	75
2021 Q1	$258K	Hold	1,123	–	–	0.18%	59
2020 Q4	$237K	Buy	+1,123	New	+$229K	0.2%	46

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM