Dougherty Wealth Advisers’s Aon AON Stock Holding History

Dougherty Wealth Advisers’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	$171K	Sell	530 -129	-20%	-$42.9K	0.11%	49
2025 Q4	$233K	Hold	659	–	–	0.13%	44
2025 Q3	$235K	Hold	659	–	–	0.15%	36
2025 Q2	$235K	Hold	659	–	–	0.16%	32
2025 Q1	$263K	Hold	659	–	–	0.19%	32
2024 Q4	$237K	Hold	659	–	–	0.18%	34
2024 Q3	$228K	Hold	659	–	–	0.18%	34
2024 Q2	$193K	Hold	659	–	–	0.17%	37
2024 Q1	$220K	Hold	659	–	–	0.19%	32
2023 Q4	$192K	Hold	659	–	–	0.18%	41
2023 Q3	$214K	Hold	659	–	–	0.25%	32
2023 Q2	$227K	Hold	659	–	–	0.31%	31
2023 Q1	$208K	Hold	659	–	–	0.31%	32
2022 Q4	$198K	Hold	659	–	–	0.32%	36
2022 Q3	$177K	Hold	659	–	–	0.35%	33
2022 Q2	$178K	Hold	659	–	–	0.33%	34
2022 Q1	$215K	Hold	659	–	–	0.32%	33
2021 Q4	$198K	Hold	659	–	–	0.28%	39
2021 Q3	$188K	Hold	659	–	–	0.28%	38
2021 Q2	$157K	Hold	659	–	–	0.23%	43
2021 Q1	$152K	Hold	659	–	–	0.23%	42
2020 Q4	$139K	Hold	659	–	–	0.22%	45
2020 Q3	$136K	Hold	659	–	–	0.47%	42
2020 Q2	$127K	Hold	659	–	–	0.46%	44
2020 Q1	$109K	Hold	659	–	–	0.43%	49
2019 Q4	$137K	Hold	659	–	–	0.42%	48
2019 Q3	$128K	Hold	659	–	–	0.42%	43
2019 Q2	$127K	Hold	659	–	–	0.36%	54
2019 Q1	$112K	Hold	659	–	–	0.38%	50
2018 Q4	$110K	Buy	+659	New	+$102K	0.36%	57

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

Dougherty Wealth Advisers's AON Position: Q1 2026 in Review

Dougherty Wealth Advisers reduced its Aon (AON) stake by 20% in Q1 2026, selling an estimated $42.9K and leaving 530 shares worth $171K. The position accounts for 0.11% of the portfolio, ranked #49.

Dougherty Wealth Advisers first reported a position in AON in Q4 2018 and has held it in 30 quarters since. The position peaked at $263K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Dougherty Wealth Advisers held 530 shares of Aon worth $171K as of Q1 2026.
Dougherty Wealth Advisers sold 129 Aon shares in Q1 2026, an estimated $42.9K.
Aon made up 0.11% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #49 holding.
Dougherty Wealth Advisers first reported a position in Aon in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's Aon position peaked at $263K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.