Capital Group Private Client Services’s Aon AON Stock Holding History

Capital Group Private Client Services’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 Q2	$5.22M	Sell	15,729 -8,787	-36%	-$2.83M	0.07%	105
2026 Q1	$7.91M	Sell	24,516 -18,055	-42%	-$6M	0.13%	77
2025 Q4	$15M	Sell	42,571 -2,216	-5%	-$774K	0.24%	57
2025 Q3	$16M	Sell	44,787 -134,405	-75%	-$48.6M	0.27%	57
2025 Q2	$63.9M	Sell	179,192 -6,052	-3%	-$2.19M	0.55%	42
2025 Q1	$73.9M	Sell	185,244 -8,206	-4%	-$3.15M	0.72%	34
2024 Q4	$69.5M	Sell	193,450 -8,217	-4%	-$3.02M	0.64%	41
2024 Q3	$69.8M	Sell	201,667 -39,168	-16%	-$12.8M	0.66%	41
2024 Q2	$70.7M	Sell	240,835 -38,011	-14%	-$11.2M	0.71%	37
2024 Q1	$93.1M	Sell	278,846 -84,363	-23%	-$26.2M	0.95%	27
2023 Q4	$106M	Sell	363,209 -8,537	-2%	-$2.73M	1.09%	22
2023 Q3	$121M	Sell	371,746 -26,458	-7%	-$8.75M	1.47%	13
2023 Q2	$137M	Sell	398,204 -7,723	-2%	-$2.51M	1.62%	12
2023 Q1	$128M	Sell	405,927 -9,694	-2%	-$3M	1.59%	13
2022 Q4	$125M	Sell	415,621 -7,733	-2%	-$2.26M	1.57%	14
2022 Q3	$113M	Sell	423,354 -6,333	-1%	-$1.79M	1.59%	15
2022 Q2	$116M	Sell	429,687 -6,256	-1%	-$1.8M	1.5%	16
2022 Q1	$142M	Sell	435,943 -108,398	-20%	-$31.5M	1.55%	13
2021 Q4	$164M	Sell	544,341 -6,551	-1%	-$1.96M	1.75%	12
2021 Q3	$157M	Buy	+550,892	New	+$148M	1.83%	11

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Group Private Client Services's AON Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Aon (AON) stake by 36% in Q2 2026, selling an estimated $2.83M and leaving 15,729 shares worth $5.22M. The position accounts for 0.07% of the portfolio, ranked #105.

Capital Group Private Client Services first reported a position in AON in Q3 2021 and has held it in 20 quarters since. The position peaked at $164M in Q4 2021. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Capital Group Private Client Services held 15,729 shares of Aon worth $5.22M as of Q2 2026.
Capital Group Private Client Services sold 8,787 Aon shares in Q2 2026, an estimated $2.83M.
Aon made up 0.07% of Capital Group Private Client Services's portfolio in Q2 2026, its #105 holding.
Capital Group Private Client Services first reported a position in Aon in Q3 2021 and has held it in 20 quarters since.
Capital Group Private Client Services's Aon position peaked at $164M in Q4 2021.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.