Bogart Wealth LLC’s Aon AON Stock Holding History

Bogart Wealth LLC’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	$2.9K	Buy	9 +4	+80%	+$1.33K	﹤0.01%	1191
2025 Q4	$1.76K	Buy	5 +1	+25%	+$349	﹤0.01%	1203
2025 Q3	$1.43K	Buy	4 +2	+100%	+$724	﹤0.01%	1223
2025 Q2	$714	Sell	2 -17	-89%	-$6.16K	﹤0.01%	1266
2025 Q1	$7.58K	Buy	+19	New	+$7.29K	﹤0.01%	822
2023 Q1	–	Sell	-3	Closed	-$900	–	1112
2022 Q4	$900	Buy	+3	New	+$877	﹤0.01%	866

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

Bogart Wealth LLC's AON Position: Q1 2026 in Review

Bogart Wealth LLC increased its Aon (AON) stake by 80% in Q1 2026, buying an estimated $1.33K and bringing the position to 9 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Bogart Wealth LLC first reported a position in AON in Q4 2022 and has held it in 6 quarters since. The position peaked at $7.58K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Bogart Wealth LLC held 9 shares of Aon worth $2.9K as of Q1 2026.
Bogart Wealth LLC bought 4 Aon shares in Q1 2026, an estimated $1.33K.
Aon made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1191 holding.
Bogart Wealth LLC first reported a position in Aon in Q4 2022 and has held it in 6 quarters since.
Bogart Wealth LLC's Aon position peaked at $7.58K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.