BFS
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Bradley Foster & Sargent’s Aon AON Stock Holding History

Bradley Foster & Sargent’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
-1,094
Closed -$386K – 521
2025
Q4 		$386K Sell
1,094
-145
-12% -$50.6K 0.01% 428
2025
Q3 		$442K Hold
1,239
– – 0.01% 406
2025
Q2 		$442K Hold
1,239
– – 0.01% 406
2025
Q1 		$494K Sell
1,239
-8
-0.6% -$3.07K 0.01% 345
2024
Q4 		$448K Buy
1,247
+200
+19% +$73.5K 0.01% 370
2024
Q3 		$362K Buy
+1,047
New +$343K 0.01% 395
2024
Q2 		– Sell
-666
Closed -$222K – 446
2024
Q1 		$222K Buy
+666
New +$206K ﹤0.01% 422
2022
Q2 		– Sell
-750
Closed -$244K – 437
2022
Q1 		$244K Buy
+750
New +$218K 0.01% 426

Other funds holding AON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM