Colonial Trust’s Aon AON Stock Holding History

Colonial 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
2026 Q1	$2.02K	Sell	6 -25	-81%	-$8.31K	﹤0.01%	1020
2025 Q4	$10.8K	Hold	31	–	–	﹤0.01%	747
2025 Q3	$10.9K	Buy	31 +17	+121%	+$6.15K	﹤0.01%	740
2025 Q2	$5.15K	Sell	14 -40	-74%	-$14.5K	﹤0.01%	830
2025 Q1	$21.6K	Buy	54 +21	+64%	+$8.05K	﹤0.01%	673
2024 Q4	$11.7K	Buy	33 +22	+200%	+$8.09K	﹤0.01%	917
2024 Q3	$3.7K	Buy	11 +2	+22%	+$654	﹤0.01%	914
2024 Q2	$2.53K	Hold	9	–	–	﹤0.01%	918
2024 Q1	$2.89K	Hold	9	–	–	﹤0.01%	896
2023 Q4	$2.72K	Sell	9 -2	-18%	-$640	﹤0.01%	867
2023 Q3	$3.68K	Hold	11	–	–	﹤0.01%	820
2023 Q2	$3.76K	Hold	11	–	–	﹤0.01%	822
2023 Q1	$3.44K	Hold	11	–	–	﹤0.01%	795
2022 Q4	$3.34K	Hold	11	–	–	﹤0.01%	808
2022 Q3	$3K	Buy	+11	New	+$3.11K	﹤0.01%	263

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