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Choate Investment Advisors’s Aon AON Stock Holding History

Choate 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
2026
Q2 		$290K Sell
873
-126
-13% -$40.6K 0.01% 401
2026
Q1 		$322K Sell
999
-79
-7% -$26.3K 0.01% 370
2025
Q4 		$380K Buy
1,078
+133
+14% +$46.4K 0.01% 344
2025
Q3 		$337K Buy
945
+6
+0.6% +$2.17K 0.01% 343
2025
Q2 		$335K Sell
939
-6
-0.6% -$2.17K 0.01% 324
2025
Q1 		$377K Buy
945
+30
+3% +$11.5K 0.01% 294
2024
Q4 		$329K Buy
915
+82
+10% +$30.2K 0.01% 315
2024
Q3 		$288K Buy
833
+103
+14% +$33.7K 0.01% 321
2024
Q2 		$214K Sell
730
-10
-1% -$2.96K 0.01% 354
2024
Q1 		$247K Sell
740
-13
-2% -$4.03K 0.01% 360
2023
Q4 		$219K Buy
753
+22
+3% +$7.04K 0.01% 351
2023
Q3 		$237K Buy
+731
New +$242K 0.01% 324
2022
Q2 		– Sell
-636
Closed -$207K – 316
2022
Q1 		$207K Sell
636
-790
-55% -$230K 0.01% 286
2021
Q4 		$429K Sell
1,426
-45
-3% -$13.5K 0.03% 201
2021
Q3 		$420K Sell
1,471
-80
-5% -$21.5K 0.03% 191
2021
Q2 		$370K Buy
1,551
+176
+13% +$43K 0.02% 202
2021
Q1 		$316K Buy
1,375
+125
+10% +$27.5K 0.02% 214
2020
Q4 		$264K Buy
1,250
+200
+19% +$40.8K 0.02% 218
2020
Q3 		$217K Buy
+1,050
New +$210K 0.01% 233

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Choate Investment Advisors's AON Position: Q2 2026 in Review

Choate Investment Advisors reduced its Aon (AON) stake by 13% in Q2 2026, selling an estimated $40.6K and leaving 873 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #401.

Choate Investment Advisors first reported a position in AON in Q3 2020 and has held it in 19 quarters since. The position peaked at $429K in Q4 2021. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Choate Investment Advisors held 873 shares of Aon worth $290K as of Q2 2026.
  • Choate Investment Advisors sold 126 Aon shares in Q2 2026, an estimated $40.6K.
  • Aon made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #401 holding.
  • Choate Investment Advisors first reported a position in Aon in Q3 2020 and has held it in 19 quarters since.
  • Choate Investment Advisors's Aon position peaked at $429K in Q4 2021.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.