Clean Yield Group’s Aon AON Stock Holding History

Clean Yield Group’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	-3	Closed	-$1.06K	–	389
2025 Q4	$1.06K	Hold	3	–	–	﹤0.01%	392
2025 Q3	$1.07K	Hold	3	–	–	﹤0.01%	396
2025 Q2	$1.07K	Hold	3	–	–	﹤0.01%	379
2025 Q1	$1.2K	Hold	3	–	–	﹤0.01%	415
2024 Q4	$1.08K	Sell	3 -3	-50%	-$1.1K	﹤0.01%	432
2024 Q3	$2.08K	Sell	6 -45	-88%	-$14.7K	﹤0.01%	411
2024 Q2	$15K	Hold	51	–	–	0.01%	296
2024 Q1	$17K	Hold	51	–	–	0.01%	294
2023 Q4	$14.8K	Hold	51	–	–	0.01%	295
2023 Q3	$16.7K	Hold	51	–	–	0.01%	295
2023 Q2	$17.6K	Hold	51	–	–	0.01%	298
2023 Q1	$16.1K	Hold	51	–	–	0.01%	298
2022 Q4	$15.3K	Hold	51	–	–	0.01%	310
2022 Q3	$14K	Hold	51	–	–	0.01%	305
2022 Q2	$14K	Hold	51	–	–	0.01%	310
2022 Q1	$17K	Hold	51	–	–	0.01%	320
2021 Q4	$15K	Hold	51	–	–	0.01%	343
2021 Q3	$15K	Hold	51	–	–	0.01%	342
2021 Q2	$12K	Buy	+51	New	+$12.5K	﹤0.01%	351

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM