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Arete Wealth Advisors’s Aon AON Stock Holding History

Arete Wealth 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 		– Sell
-1,459
Closed -$515K – 338
2025
Q4 		$515K Buy
1,459
+31
+2% +$10.8K 0.03% 441
2025
Q3 		$509K Sell
1,428
-67
-4% -$24.2K 0.03% 435
2025
Q2 		$534K Buy
1,495
+4
+0.3% +$1.45K 0.04% 387
2025
Q1 		$595K Buy
1,491
+10
+0.7% +$3.83K 0.05% 346
2024
Q4 		$531K Hold
1,481
– – 0.04% 397
2024
Q3 		$512K Sell
1,481
-110
-7% -$36K 0.04% 369
2024
Q2 		$466K Buy
+1,591
New +$470K 0.04% 410
2024
Q1 		– Sell
-1,794
Closed -$522K – 399
2023
Q4 		$522K Buy
1,794
+121
+7% +$38.7K 0.04% 392
2023
Q3 		$542K Buy
+1,673
New +$554K 0.09% 224
2023
Q2 		– Sell
-935
Closed -$295K – 672
2023
Q1 		$295K Sell
935
-6
-0.6% -$1.86K 0.02% 475
2022
Q4 		$282M Hold
941
– – 0.02% 470
2022
Q3 		$252K Buy
+941
New +$266K 0.02% 452
2022
Q2 		– Sell
-988
Closed -$322K – 456
2022
Q1 		$322K Sell
988
-23
-2% -$6.69K 0.03% 360
2021
Q4 		$298K Hold
1,011
– – 0.03% 384
2021
Q3 		$289K Buy
+1,011
New +$272K 0.03% 334
2021
Q2 		– Sell
-1,012
Closed -$233K – 378
2021
Q1 		$233K Buy
1,012
+14
+1% +$3.08K 0.03% 359
2020
Q4 		$209K Buy
+998
New +$204K 0.03% 374

Other funds holding AON

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Arete Wealth Advisors's AON Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Aon (AON) in Q1 2026, closing a stake of 1,459 shares — an estimated $515K sold.

Arete Wealth Advisors first reported a position in AON in Q4 2020 and held it in 17 quarters. The position peaked at $282M in Q4 2022. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,459 Aon shares in Q1 2026, an estimated $515K.
  • Arete Wealth Advisors first reported a position in Aon in Q4 2020 and held it in 17 quarters.
  • Arete Wealth Advisors's Aon position peaked at $282M in Q4 2022.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.