Empowered Funds’s Aon AON Stock Holding History

Empowered Funds’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	$7.26M	Buy	22,496 +3,892	+21%	+$1.29M	0.05%	501
2025 Q4	$6.56M	Buy	18,604 +7,984	+75%	+$2.79M	0.11%	203
2025 Q3	$3.79M	Buy	10,620 +5,127	+93%	+$1.85M	0.04%	596
2025 Q2	$1.96M	Buy	5,493 +650	+13%	+$236K	0.02%	828
2025 Q1	$1.93M	Sell	4,843 -126	-3%	-$48.3K	0.03%	764
2024 Q4	$1.78M	Buy	4,969 +1,114	+29%	+$410K	0.03%	782
2024 Q3	$1.33M	Buy	3,855 +558	+17%	+$183K	0.02%	821
2024 Q2	$968K	Buy	3,297 +382	+13%	+$113K	0.02%	872
2024 Q1	$973K	Buy	2,915 +432	+17%	+$134K	0.02%	890
2023 Q4	$723K	Buy	2,483 +362	+17%	+$116K	0.02%	894
2023 Q3	$688K	Buy	2,121 +502	+31%	+$166K	0.02%	803
2023 Q2	$559K	Buy	1,619 +640	+65%	+$208K	0.02%	783
2023 Q1	$309K	Buy	+979	New	+$303K	0.02%	448
2021 Q2	–	Sell	-2,265	Closed	-$479K	–	227
2021 Q1	$479K	Hold	2,265	–	–	0.09%	158
2020 Q4	$479K	Buy	+2,265	New	+$462K	0.09%	158

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