Aptus Capital Advisors’s Aon AON Stock Holding History

Aptus 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 Q1	$4.8M	Buy	14,884 +13,506	+980%	+$4.49M	0.04%	347
2025 Q4	$486K	Sell	1,378 -34	-2%	-$11.9K	﹤0.01%	739
2025 Q3	$503K	Sell	1,412 -85	-6%	-$30.7K	﹤0.01%	697
2025 Q2	$534K	Buy	1,497 +69	+5%	+$25K	0.01%	661
2025 Q1	$570K	Buy	1,428 +106	+8%	+$40.6K	0.01%	609
2024 Q4	$475K	Buy	1,322 +288	+28%	+$106K	0.01%	644
2024 Q3	$358K	Buy	1,034 +95	+10%	+$31.1K	0.01%	622
2024 Q2	$276K	Buy	939 +121	+15%	+$35.8K	0.01%	640
2024 Q1	$273K	Buy	818 +113	+16%	+$35K	0.01%	656
2023 Q4	$205K	Sell	705 -55	-7%	-$17.6K	0.01%	555
2023 Q3	$246K	Buy	+760	New	+$251K	0.01%	516
2019 Q4	–	Sell	-12,852	Closed	-$2.49M	–	500
2019 Q3	$2.49M	Sell	12,852 -2,107	-14%	-$407K	0.28%	96
2019 Q2	$2.89M	Sell	14,959 -1,104	-7%	-$200K	0.41%	31
2019 Q1	$2.74M	Buy	+16,063	New	+$2.6M	0.47%	37

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