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Circle Wealth Management’s Aon AON Stock Holding History

Circle Wealth Management’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 		$876K Sell
2,715
-1,113
-29% -$370K 0.01% 153
2025
Q4 		$1.35M Sell
3,828
-454
-11% -$159K 0.02% 109
2025
Q3 		$1.53M Buy
4,282
+92
+2% +$33.3K 0.03% 98
2025
Q2 		$1.49M Buy
4,190
+1,721
+70% +$624K 0.03% 96
2025
Q1 		$985K Sell
2,469
-780
-24% -$299K 0.02% 113
2024
Q4 		$1.17M Sell
3,249
-1,290
-28% -$474K 0.02% 104
2024
Q3 		$1.57M Hold
4,539
– – 0.03% 85
2024
Q2 		$1.33M Sell
4,539
-7,694
-63% -$2.27M 0.03% 81
2024
Q1 		$4.08M Buy
12,233
+457
+4% +$142K 0.1% 49
2023
Q4 		$3.43M Sell
11,776
-12,710
-52% -$4.07M 0.09% 51
2023
Q3 		$7.94M Sell
24,486
-13,485
-36% -$4.46M 0.2% 33
2023
Q2 		$13.1M Hold
37,971
– – 1.73% 8
2023
Q1 		$12M Sell
37,971
-14
-0% -$4.33K 1.73% 7
2022
Q4 		$11.4M Sell
37,985
-487
-1% -$142K 1.76% 8
2022
Q3 		$10.3M Sell
38,472
-205
-0.5% -$58K 1.7% 8
2022
Q2 		$10.4M Buy
38,677
+35,736
+1,215% +$10.3M 1.66% 8
2022
Q1 		$958K Hold
2,941
– – 0.13% 71
2021
Q4 		$884K Sell
2,941
-746
-20% -$224K 0.12% 76
2021
Q3 		$1.05M Hold
3,687
– – 0.15% 62
2021
Q2 		$880K Sell
3,687
-114
-3% -$27.9K 0.13% 83
2021
Q1 		$875K Sell
3,801
-45,126
-92% -$9.93M 0.14% 71
2020
Q4 		$10.3M Sell
48,927
-1,027
-2% -$210K 1.48% 11
2020
Q3 		$10.3M Sell
49,954
-917
-2% -$183K 1.7% 7
2020
Q2 		$9.8M Buy
50,871
+3,283
+7% +$612K 1.72% 7
2020
Q1 		$7.85M Sell
47,588
-8,148
-15% -$1.67M 1.53% 7
2019
Q4 		$11.6M Buy
55,736
+53,830
+2,824% +$10.7M 2.01% 7
2019
Q3 		$369K Buy
1,906
+2
+0.1% +$386 0.08% 117
2019
Q2 		$367K Buy
+1,904
New +$345K 0.08% 108

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Circle Wealth Management's AON Position: Q1 2026 in Review

Circle Wealth Management reduced its Aon (AON) stake by 29% in Q1 2026, selling an estimated $370K and leaving 2,715 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #153.

Circle Wealth Management first reported a position in AON in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.1M in Q2 2023. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Circle Wealth Management held 2,715 shares of Aon worth $876K as of Q1 2026.
  • Circle Wealth Management sold 1,113 Aon shares in Q1 2026, an estimated $370K.
  • Aon made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Circle Wealth Management first reported a position in Aon in Q2 2019 and has held it in 28 quarters since.
  • Circle Wealth Management's Aon position peaked at $13.1M in Q2 2023.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.