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
Q4 		– Sell
-600
Closed -$214K – 1570
2025
Q3 		$214K Buy
+600
New +$217K ﹤0.01% 1795
2025
Q2 		– Sell
-1,900
Closed -$758K – 1568
2025
Q1 		$758K Sell
1,900
-100
-5% -$38.3K ﹤0.01% 964
2024
Q4 		$718K Buy
2,000
+300
+18% +$110K ﹤0.01% 1178
2024
Q3 		$588K Buy
1,700
+1,500
+750% +$491K ﹤0.01% 1158
2024
Q2 		$58.7K Sell
200
-500
-71% -$148K ﹤0.01% 1935
2024
Q1 		$234K Sell
700
-6,000
-90% -$1.86M ﹤0.01% 1951
2023
Q4 		$1.95M Sell
6,700
-200
-3% -$64K 0.01% 808
2023
Q3 		$2.24M Buy
6,900
+700
+11% +$232K 0.01% 690
2023
Q2 		$2.14M Buy
6,200
+300
+5% +$97.4K 0.01% 624
2023
Q1 		$1.86M Buy
5,900
+700
+13% +$217K 0.01% 620
2022
Q4 		$1.56M Buy
5,200
+1,200
+30% +$351K 0.01% 785
2022
Q3 		$1.07M Sell
4,000
-1,500
-27% -$424K 0.01% 979
2022
Q2 		$1.48M Sell
5,500
-9,300
-63% -$2.67M 0.01% 869
2022
Q1 		$4.82M Sell
14,800
-2,500
-14% -$727K 0.01% 725
2021
Q4 		$5.2M Sell
17,300
-11,500
-40% -$3.45M 0.01% 812
2021
Q3 		$8.23M Buy
28,800
+12,200
+73% +$3.28M 0.02% 683
2021
Q2 		$3.96M Buy
16,600
+5,100
+44% +$1.25M 0.01% 788
2021
Q1 		$2.65M Buy
11,500
+3,200
+39% +$704K 0.01% 842
2020
Q4 		$1.75M Sell
8,300
-6,800
-45% -$1.39M 0.01% 915
2020
Q3 		$3.12M Buy
15,100
+9,100
+152% +$1.82M 0.02% 664
2020
Q2 		$1.16M Buy
+6,000
New +$1.12M 0.01% 878
2020
Q1 		– Sell
-2,200
Closed -$458K – 1123
2019
Q4 		$458K Sell
2,200
-1,000
-31% -$198K ﹤0.01% 1164
2019
Q3 		$619K Buy
+3,200
New +$617K ﹤0.01% 1040
2019
Q1 		– Sell
-1,400
Closed -$204K – 1283
2018
Q4 		$204K Hold
1,400
– – ﹤0.01% 1023
2018
Q3 		$215K Buy
1,400
+1,200
+600% +$176K ﹤0.01% 995
2018
Q2 		$27K Buy
+200
New +$28.2K ﹤0.01% 666

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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. 1,268 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.
  • 1,268 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.