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Capital Planning Advisors’s Aon AON Stock Holding History

Capital Planning Advisors’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 		$309K Sell
958
-10,658
-92% -$3.54M 0.04% 124
2025
Q4 		$4.1M Sell
11,616
-747
-6% -$261K 0.55% 37
2025
Q3 		$4.41M Sell
12,363
-1,125
-8% -$407K 0.61% 39
2025
Q2 		$4.81M Sell
13,488
-86
-0.6% -$31.2K 0.71% 35
2025
Q1 		$5.42M Sell
13,574
-36
-0.3% -$13.8K 0.84% 33
2024
Q4 		$4.89M Buy
13,610
+1,158
+9% +$426K 0.75% 34
2024
Q3 		$4.31M Sell
12,452
-333
-3% -$109K 0.65% 41
2024
Q2 		$3.75M Buy
12,785
+574
+5% +$170K 0.64% 41
2024
Q1 		$4.08M Buy
12,211
+340
+3% +$105K 0.72% 37
2023
Q4 		$3.45M Buy
11,871
+78
+0.7% +$25K 0.65% 40
2023
Q3 		$3.82M Buy
11,793
+35
+0.3% +$11.6K 0.8% 33
2023
Q2 		$4.06M Buy
11,758
+543
+5% +$176K 0.82% 30
2023
Q1 		$3.54M Sell
11,215
-521
-4% -$161K 0.75% 32
2022
Q4 		$3.52M Buy
11,736
+2,267
+24% +$662K 0.84% 34
2022
Q3 		$2.54M Buy
9,469
+552
+6% +$156K 0.68% 36
2022
Q2 		$2.4M Buy
8,917
+97
+1% +$27.9K 0.64% 42
2022
Q1 		$2.87M Sell
8,820
-126
-1% -$36.6K 0.61% 42
2021
Q4 		$2.69M Buy
8,946
+155
+2% +$46.5K 0.51% 48
2021
Q3 		$2.51M Buy
8,791
+129
+1% +$34.7K 0.52% 50
2021
Q2 		$2.07M Buy
8,662
+38
+0.4% +$9.29K 0.42% 58
2021
Q1 		$1.98M Buy
8,624
+2,531
+42% +$557K 0.44% 59
2020
Q4 		$1.29M Sell
6,093
-1,388
-19% -$283K 0.32% 67
2020
Q3 		$1.54M Buy
7,481
+246
+3% +$49.1K 0.42% 58
2020
Q2 		$1.39M Buy
7,235
+3,898
+117% +$726K 0.41% 59
2020
Q1 		$551K Buy
3,337
+55
+2% +$11.3K 0.21% 76
2019
Q4 		$684K Buy
3,282
+1,736
+112% +$344K 0.18% 80
2019
Q3 		$299K Buy
+1,546
New +$298K 0.09% 104

Other funds holding AON

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Capital Planning Advisors's AON Position: Q1 2026 in Review

Capital Planning Advisors reduced its Aon (AON) stake by 92% in Q1 2026, selling an estimated $3.54M and leaving 958 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #124.

Capital Planning Advisors first reported a position in AON in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.42M in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Capital Planning Advisors held 958 shares of Aon worth $309K as of Q1 2026.
  • Capital Planning Advisors sold 10,658 Aon shares in Q1 2026, an estimated $3.54M.
  • Aon made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #124 holding.
  • Capital Planning Advisors first reported a position in Aon in Q3 2019 and has held it in 27 quarters since.
  • Capital Planning Advisors's Aon position peaked at $5.42M in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.