Colonial Trust Advisors’s Aon AON Stock Holding History

Colonial Trust 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 Q1	$189K	Buy	587 +12	+2%	+$3.99K	0.01%	203
2025 Q4	$203K	Hold	575	–	–	0.02%	197
2025 Q3	$205K	Hold	575	–	–	0.02%	200
2025 Q2	$205K	Hold	575	–	–	0.02%	197
2025 Q1	$229K	Hold	575	–	–	0.02%	192
2024 Q4	$207K	Hold	575	–	–	0.02%	191
2024 Q3	$199K	Sell	575 -25	-4%	-$8.18K	0.02%	203
2024 Q2	$176K	Sell	600 -41	-6%	-$12.1K	0.02%	193
2024 Q1	$214K	Buy	641 +31	+5%	+$9.61K	0.02%	182
2023 Q4	$178K	Hold	610	–	–	0.02%	195
2023 Q3	$198K	Hold	610	–	–	0.02%	186
2023 Q2	$211K	Hold	610	–	–	0.02%	187
2023 Q1	$192K	Hold	610	–	–	0.02%	193
2022 Q4	$183K	Sell	610 -301	-33%	-$88K	0.02%	202
2022 Q3	$244K	Buy	+911	New	+$258K	0.03%	175
2021 Q3	–	Sell	-850	Closed	-$203K	–	189
2021 Q2	$203K	Buy	+850	New	+$208K	0.02%	184

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Colonial Trust Advisors's AON Position: Q1 2026 in Review

Colonial Trust Advisors increased its Aon (AON) stake by 2.1% in Q1 2026, buying an estimated $3.99K and bringing the position to 587 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #203.

Colonial Trust Advisors first reported a position in AON in Q2 2021 and has held it in 16 quarters since. The position peaked at $244K in Q3 2022. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Colonial Trust Advisors held 587 shares of Aon worth $189K as of Q1 2026.
Colonial Trust Advisors bought 12 Aon shares in Q1 2026, an estimated $3.99K.
Aon made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #203 holding.
Colonial Trust Advisors first reported a position in Aon in Q2 2021 and has held it in 16 quarters since.
Colonial Trust Advisors's Aon position peaked at $244K in Q3 2022.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.