Capstone Investment Advisors
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Capstone Investment Advisors’s Aon AON Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-3,321
Closed -$1.27M – 1353
2024
Q4 		$1.19M Sell
3,321
-2,753
-45% -$1.01M ﹤0.01% 1008
2024
Q3 		$2.1M Buy
6,074
+2,014
+50% +$659K 0.01% 720
2024
Q2 		$1.19M Buy
4,060
+721
+22% +$213K ﹤0.01% 918
2024
Q1 		$1.11M Buy
3,339
+310
+10% +$96.1K ﹤0.01% 1084
2023
Q4 		$882K Buy
+3,029
New +$970K ﹤0.01% 1104
2023
Q2 		– Sell
-4
Closed -$1.3K – 1832
2023
Q1 		$1.26K Buy
+4
New +$1.24K ﹤0.01% 1504
2022
Q4 		– Sell
-17
Closed -$4.97K – 1513
2022
Q3 		$5K Buy
+17
New +$4.81K ﹤0.01% 1638
2022
Q1 		– Sell
-3,539
Closed -$1.03M – 2052
2021
Q4 		$1.06M Buy
+3,539
New +$1.06M ﹤0.01% 1282
2021
Q3 		– Sell
-7,471
Closed -$2.01M – 2000
2021
Q2 		$1.78M Buy
+7,471
New +$1.83M ﹤0.01% 1071
2018
Q3 		– Sell
-3,723
Closed -$545K – 1286
2018
Q2 		$511K Buy
+3,723
New +$524K 0.01% 479
2018
Q1 		– Sell
-4,591
Closed -$615K – 350
2017
Q4 		$615K Buy
+4,591
New +$653K 0.02% 250
2017
Q1 		– Sell
-42,610
Closed -$4.75M – 861
2016
Q4 		$4.75M Buy
+42,610
New +$4.75M 0.15% 135
2016
Q3 		– Sell
-10,769
Closed -$1.18M – 729
2016
Q2 		$1.18M Buy
10,769
+5,630
+110% +$596K 0.02% 317
2016
Q1 		$536K Buy
+5,139
New +$482K 0.02% 413
2015
Q4 		– Sell
-4,400
Closed -$389K – 465
2015
Q3 		$389K Buy
+4,400
New +$426K 0.01% 295

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capstone Investment Advisors's AON Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Aon (AON) in Q1 2025, closing a stake of 3,321 shares — an estimated $1.27M sold.

Capstone Investment Advisors first reported a position in AON in Q3 2015 and held it in 15 quarters. The position peaked at $4.75M in Q4 2016. 1,273 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,321 Aon shares in Q1 2025, an estimated $1.27M.
  • Capstone Investment Advisors first reported a position in Aon in Q3 2015 and held it in 15 quarters.
  • Capstone Investment Advisors's Aon position peaked at $4.75M in Q4 2016.
  • 1,273 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.