Baker Avenue Asset Management’s Aon AON Stock Holding History

Baker Avenue Asset Management’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	$511K	Buy	+1,583	New	+$526K	0.01%	416
2025 Q2	–	Sell	-663	Closed	-$264K	–	504
2025 Q1	$264K	Buy	663 +55	+9%	+$21.1K	0.01%	375
2024 Q4	$218K	Buy	608 +21	+4%	+$7.72K	0.01%	394
2024 Q3	$203K	Buy	+587	New	+$192K	0.01%	406
2023 Q4	–	Sell	-113	Closed	-$36.6K	–	431
2023 Q3	$36.6K	Buy	113 +1	+0.9%	+$331	﹤0.01%	562
2023 Q2	$38.7K	Sell	112 -4	-3%	-$1.3K	﹤0.01%	560
2023 Q1	$36.6K	Buy	116 +4	+4%	+$1.24K	﹤0.01%	576
2022 Q4	$33.6K	Buy	+112	New	+$32.7K	﹤0.01%	544
2022 Q3	–	Sell	-1,381	Closed	-$372K	–	335
2022 Q2	$372K	Buy	1,381 +292	+27%	+$83.9K	0.03%	244
2022 Q1	$355K	Buy	+1,089	New	+$317K	0.02%	248

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