Crewe Advisors’s Aon AON Stock Holding History

Crewe 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	–	Sell	-11	Closed	-$3.88K	–	1043
2025 Q4	$3.88K	Buy	+11	New	+$3.84K	﹤0.01%	767
2024 Q4	–	Sell	-39	Closed	-$13.5K	–	653
2024 Q3	$13.5K	Buy	39 +2	+5%	+$654	﹤0.01%	449
2024 Q2	$10.9K	Hold	37	–	–	﹤0.01%	674
2024 Q1	$12.3K	Buy	+37	New	+$11.5K	﹤0.01%	590
2023 Q4	–	Sell	-12	Closed	-$3.89K	–	428
2023 Q3	$3.89K	Sell	12 -1	-8%	-$331	﹤0.01%	310
2023 Q2	$4.49K	Sell	13 -128	-91%	-$41.6K	﹤0.01%	477
2023 Q1	$44.5K	Sell	141 -129	-48%	-$39.9K	0.01%	320
2022 Q4	$81K	Sell	270 -73	-21%	-$21.3K	0.01%	245
2022 Q3	$92K	Buy	343 +73	+27%	+$20.6K	0.02%	234
2022 Q2	$73K	Buy	+270	New	+$77.6K	0.02%	250
2020 Q4	–	Sell	-39	Closed	-$8K	–	456
2020 Q3	$8K	Buy	+39	New	+$7.79K	﹤0.01%	271

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