Arkadios Wealth Advisors’s Aon AON Stock Holding History

Arkadios 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	$1.4M	Buy	4,334 +94	+2%	+$31.2K	0.02%	650
2025 Q4	$1.5M	Buy	4,240 +1,925	+83%	+$672K	0.03%	550
2025 Q3	$825K	Buy	2,315 +518	+29%	+$187K	0.02%	726
2025 Q2	$641K	Buy	1,797 +161	+10%	+$58.3K	0.02%	755
2025 Q1	$653K	Buy	+1,636	New	+$627K	0.02%	609
2021 Q4	–	Sell	-35	Closed	-$10K	–	634
2021 Q3	$10K	Sell	35 -47	-57%	-$12.6K	﹤0.01%	1427
2021 Q2	$19K	Hold	82	–	–	﹤0.01%	1303
2021 Q1	$18K	Buy	82 +1	+1%	+$220	﹤0.01%	995
2020 Q4	$17K	Buy	81 +38	+88%	+$7.76K	﹤0.01%	791
2020 Q3	$9.25K	Buy	43 +20	+87%	+$3.99K	﹤0.01%	762
2020 Q2	$4.58K	Sell	23 -56	-71%	-$10.4K	﹤0.01%	793
2020 Q1	$13K	Buy	79 +3	+4%	+$614	0.01%	579
2019 Q4	$17.9K	Buy	+76	New	+$15K	0.01%	480

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