Blue Rock Wealth Management’s Aon AON Stock Holding History

Blue Rock Wealth 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	–	Sell	-600	Closed	-$212K	–	104
2025 Q4	$212K	Hold	600	–	–	0.13%	97
2025 Q3	$214K	Buy	+600	New	+$217K	0.13%	95

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Blue Rock Wealth Management's AON Position: Q1 2026 in Review

Blue Rock Wealth Management sold out of Aon (AON) in Q1 2026, closing a stake of 600 shares — an estimated $212K sold.

Blue Rock Wealth Management first reported a position in AON in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Blue Rock Wealth Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
Blue Rock Wealth Management sold 600 Aon shares in Q1 2026, an estimated $212K.
Blue Rock Wealth Management first reported a position in Aon in Q3 2025 and held it in 2 quarters.
Blue Rock Wealth Management's Aon position peaked at $214K in Q3 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.