Caldwell Trust’s Aon AON Stock Holding History

Caldwell Trust’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 Q3	–	Sell	-5,200	Closed	-$1.72M	–	814
2026 Q2	$1.72M	Hold	5,200	–	–	0.14%	127
2026 Q1	$1.68M	Hold	5,200	–	–	0.15%	124
2025 Q4	$1.83M	Sell	5,200 -510	-9%	-$178K	0.16%	108
2025 Q3	$2.04M	Buy	5,710 +510	+10%	+$184K	0.19%	104
2025 Q2	$1.86M	Hold	5,200	–	–	0.19%	107
2025 Q1	$2.08M	Hold	5,200	–	–	0.22%	95
2024 Q4	$1.87M	Hold	5,200	–	–	0.2%	107
2024 Q3	$1.8M	Sell	5,200 -1,100	-17%	-$360K	0.19%	109
2024 Q2	$1.85M	Hold	6,300	–	–	0.2%	97
2024 Q1	$2.1M	Hold	6,300	–	–	0.24%	92
2023 Q4	$1.83M	Sell	6,300 -526	-8%	-$168K	0.23%	98
2023 Q3	$2.21M	Hold	6,826	–	–	0.3%	75
2023 Q2	$2.36M	Hold	6,826	–	–	0.31%	72
2023 Q1	$2.15M	Hold	6,826	–	–	0.3%	79
2022 Q4	$2.05M	Hold	6,826	–	–	0.29%	84
2022 Q3	$1.83M	Hold	6,826	–	–	0.27%	81
2022 Q2	$1.84M	Hold	6,826	–	–	0.25%	87
2022 Q1	$2.22M	Hold	6,826	–	–	0.26%	86
2021 Q4	$2.05M	Hold	6,826	–	–	0.24%	94
2021 Q3	$1.95M	Sell	6,826 -685	-9%	-$184K	0.25%	87
2021 Q2	$1.79M	Sell	7,511 -175	-2%	-$42.8K	0.23%	94
2021 Q1	$1.77M	Buy	7,686 +210	+3%	+$46.2K	0.25%	90
2020 Q4	$1.58M	Buy	7,476 +650	+10%	+$133K	0.24%	92
2020 Q3	$1.41M	Buy	6,826 +6,726	+6,726%	+$1.34M	0.23%	91
2020 Q2	$19.3K	Hold	100	–	–	﹤0.01%	550
2020 Q1	$16.5K	Hold	100	–	–	﹤0.01%	573
2019 Q4	$20.8K	Buy	+100	New	+$19.8K	﹤0.01%	583

Other funds holding AON

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Caldwell Trust's AON Position: Q3 2026 in Review

Caldwell Trust sold out of Aon (AON) in Q3 2026, closing a stake of 5,200 shares — an estimated $1.72M sold.

Caldwell Trust first reported a position in AON in Q4 2019 and held it in 27 quarters. The position peaked at $2.36M in Q2 2023. 578 funds tracked by Wall St. Rank hold AON as of Q3 2026.

Caldwell Trust reported no remaining Aon position as of Q3 2026 after selling out during the quarter.
Caldwell Trust sold 5,200 Aon shares in Q3 2026, an estimated $1.72M.
Caldwell Trust first reported a position in Aon in Q4 2019 and held it in 27 quarters.
Caldwell Trust's Aon position peaked at $2.36M in Q2 2023.
578 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.