Carlson Capital
AON icon

Carlson Capital’s Aon AON Stock Holding History

Carlson Capital’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
-900
Closed -$299K – 89
2026
Q2 		$299K Sell
900
-200
-18% -$64.5K 0.06% 70
2026
Q1 		$355K Buy
1,100
+500
+83% +$166K 0.11% 68
2025
Q4 		$212K Hold
600
– – 0.08% 69
2025
Q3 		$214K Buy
+600
New +$217K 0.08% 59
2022
Q4 		– Sell
-11,100
Closed -$2.97M – 118
2022
Q3 		$2.97M Sell
11,100
-5,400
-33% -$1.53M 0.22% 89
2022
Q2 		$4.45M Buy
+16,500
New +$4.74M 0.31% 74
2020
Q1 		– Sell
-88,350
Closed -$18.4M – 214
2019
Q4 		$18.4M Buy
88,350
+375
+0.4% +$74.3K 0.33% 100
2019
Q3 		$17M Buy
+87,975
New +$17M 0.31% 115

Other funds holding AON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Carlson Capital's AON Position: Q3 2026 in Review

Carlson Capital sold out of Aon (AON) in Q3 2026, closing a stake of 900 shares — an estimated $299K sold.

Carlson Capital first reported a position in AON in Q3 2019 and held it in 8 quarters. The position peaked at $18.4M in Q4 2019. 703 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Carlson Capital reported no remaining Aon position as of Q3 2026 after selling out during the quarter.
  • Carlson Capital sold 900 Aon shares in Q3 2026, an estimated $299K.
  • Carlson Capital first reported a position in Aon in Q3 2019 and held it in 8 quarters.
  • Carlson Capital's Aon position peaked at $18.4M in Q4 2019.
  • 703 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Carlson Capital's 13F filing for Q3 2026, filed 9 Nov 2026.