Avion Wealth’s Aon AON Stock Holding History

Avion Wealth’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	$11K	Buy	35 +11	+46%	+$3.66K	﹤0.01%	460
2025 Q4	$8K	Buy	24 +4	+20%	+$1.4K	﹤0.01%	530
2025 Q3	$7K	Buy	20 +1	+5%	+$362	﹤0.01%	558
2025 Q2	$6K	Buy	19 +3	+19%	+$1.09K	﹤0.01%	562
2025 Q1	$5K	Hold	16	–	–	﹤0.01%	524
2024 Q4	$5K	Buy	16 +3	+23%	+$1.1K	﹤0.01%	523
2024 Q3	$4K	Buy	13 +5	+63%	+$1.64K	﹤0.01%	549
2024 Q2	$2K	Sell	8 -2	-20%	-$591	﹤0.01%	593
2024 Q1	$4K	Hold	10	–	–	﹤0.01%	485
2023 Q4	$3K	Buy	10 +2	+25%	+$640	﹤0.01%	464
2023 Q3	$1K	Sell	8 -1	-11%	-$331	﹤0.01%	559
2023 Q2	$2K	Buy	9 +1	+13%	+$325	﹤0.01%	454
2023 Q1	$2K	Buy	+8	New	+$2.48K	﹤0.01%	366

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