Aspen Grove Capital’s Aon AON Stock Holding History

Aspen Grove 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	$238K	Buy	737 +34	+5%	+$11.3K	0.05%	171
2025 Q4	$248K	Sell	703 -75	-10%	-$26.2K	0.04%	163
2025 Q3	$277K	Sell	778 -43	-5%	-$15.6K	0.05%	160
2025 Q2	$293K	Buy	821 +166	+25%	+$60.1K	0.05%	168
2025 Q1	$261K	Hold	655	–	–	0.05%	187
2024 Q4	$235K	Sell	655 -156	-19%	-$57.4K	0.05%	169
2024 Q3	$281K	Buy	811 +3	+0.4%	+$981	0.06%	153
2024 Q2	$237K	Sell	808 -119	-13%	-$35.2K	0.06%	168
2024 Q1	$309K	Buy	927 +20	+2%	+$6.2K	0.09%	144
2023 Q4	$263K	Sell	907 -16	-2%	-$5.12K	0.08%	136
2023 Q3	$299K	Sell	923 -3,160	-77%	-$1.05M	0.11%	120
2023 Q2	$1.41M	Buy	4,083 +265	+7%	+$86.1K	0.46%	49
2023 Q1	$1.2M	Sell	3,818 -550	-13%	-$170K	0.53%	46
2022 Q4	$1.31M	Buy	+4,368	New	+$1.28M	0.61%	42

Other funds holding AON

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM