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CBIZ Investment Advisory Services’s Aon AON Stock Holding History

CBIZ Investment Advisory 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
Q1 		– Sell
-5
Closed -$1.76K – 438
2025
Q4 		$1.76K Buy
5
+1
+25% +$349 ﹤0.01% 663
2025
Q3 		$1.43K Sell
4
-6
-60% -$2.17K ﹤0.01% 590
2025
Q2 		$3.57K Buy
10
+5
+100% +$1.81K ﹤0.01% 481
2025
Q1 		$2K Buy
+5
New +$1.92K ﹤0.01% 479

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CBIZ Investment Advisory Services's AON Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Aon (AON) in Q1 2026, closing a stake of 5 shares — an estimated $1.76K sold.

CBIZ Investment Advisory Services first reported a position in AON in Q1 2025 and held it in 4 quarters. The position peaked at $3.57K in Q2 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 5 Aon shares in Q1 2026, an estimated $1.76K.
  • CBIZ Investment Advisory Services first reported a position in Aon in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Aon position peaked at $3.57K in Q2 2025.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.