Clearstead Trust’s Aon AON Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-8	Closed	-$2.85K	–	1038
2025 Q3	$2.85K	Sell	8 -35	-81%	-$12.7K	﹤0.01%	893
2025 Q2	$15.4K	Buy	43 +8	+23%	+$2.9K	﹤0.01%	492
2025 Q1	$14K	Buy	+35	New	+$13.4K	﹤0.01%	409

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Trust's AON Position: Q4 2025 in Review

Clearstead Trust sold out of Aon (AON) in Q4 2025, closing a stake of 8 shares — an estimated $2.85K sold.

Clearstead Trust first reported a position in AON in Q1 2025 and held it in 3 quarters. The position peaked at $15.4K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

Clearstead Trust reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 8 Aon shares in Q4 2025, an estimated $2.85K.
Clearstead Trust first reported a position in Aon in Q1 2025 and held it in 3 quarters.
Clearstead Trust's Aon position peaked at $15.4K in Q2 2025.
1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.