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Custom Index Systems’s Aon AON Stock Holding History

Custom Index Systems’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
Q2 		$263K Sell
792
-534
-40% -$172K 0.09% 219
2026
Q1 		$428K Buy
1,326
+498
+60% +$166K 0.19% 155
2025
Q4 		$292K Hold
828
– – 0.13% 199
2025
Q3 		$295K Hold
828
– – 0.09% 224
2025
Q2 		$295K Buy
828
+113
+16% +$40.9K 0.14% 196
2025
Q1 		$285K Buy
+715
New +$274K 0.14% 211

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Custom Index Systems's AON Position: Q2 2026 in Review

Custom Index Systems reduced its Aon (AON) stake by 40% in Q2 2026, selling an estimated $172K and leaving 792 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #219.

Custom Index Systems first reported a position in AON in Q1 2025 and has held it in 6 quarters since. The position peaked at $428K in Q1 2026. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Custom Index Systems held 792 shares of Aon worth $263K as of Q2 2026.
  • Custom Index Systems sold 534 Aon shares in Q2 2026, an estimated $172K.
  • Aon made up 0.09% of Custom Index Systems's portfolio in Q2 2026, its #219 holding.
  • Custom Index Systems first reported a position in Aon in Q1 2025 and has held it in 6 quarters since.
  • Custom Index Systems's Aon position peaked at $428K in Q1 2026.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.