Annis Gardner Whiting Capital Advisors’s Aon AON Stock Holding History

Annis Gardner Whiting Capital 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	$540K	Sell	1,629 -1	-0.1%	-$323	0.08%	191
2026 Q1	$526K	Sell	1,630 -106	-6%	-$35.2K	0.08%	185
2025 Q4	$613K	Buy	1,736 +47	+3%	+$16.4K	0.12%	156
2025 Q3	$602K	Buy	1,689 +953	+129%	+$345K	0.12%	141
2025 Q2	$263K	Buy	736 +58	+9%	+$21K	0.09%	188
2025 Q1	$271K	Buy	678 +165	+32%	+$63.3K	0.11%	160
2024 Q4	$184K	Buy	513 +6	+1%	+$2.21K	0.05%	209
2024 Q3	$175K	Sell	507 -29	-5%	-$9.49K	0.05%	222
2024 Q2	$157K	Sell	536 -17	-3%	-$5.03K	0.04%	239
2024 Q1	$185K	Buy	553 +31	+6%	+$9.61K	0.07%	194
2023 Q4	$152K	Sell	522 -4	-0.8%	-$1.28K	0.07%	180
2023 Q3	$171K	Buy	+526	New	+$174K	0.09%	154

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

Annis Gardner Whiting Capital Advisors's AON Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Aon (AON) stake by 0.06% in Q2 2026, selling an estimated $323 and leaving 1,629 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #191.

Annis Gardner Whiting Capital Advisors first reported a position in AON in Q3 2023 and has held it in 12 quarters since. The position peaked at $613K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 1,629 shares of Aon worth $540K as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 1 Aon share in Q2 2026, an estimated $323.
Aon made up 0.08% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #191 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Aon in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Aon position peaked at $613K in Q4 2025.
1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.