Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Aon AON Stock Holding History

Envestnet Portfolio Solutions’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 		$495K Sell
1,534
-120
-7% -$39.9K ﹤0.01% 911
2025
Q4 		$584K Sell
1,654
-80
-5% -$27.9K ﹤0.01% 989
2025
Q3 		$618K Sell
1,734
-84
-5% -$30.4K ﹤0.01% 944
2025
Q2 		$649K Sell
1,818
-712
-28% -$258K ﹤0.01% 978
2025
Q1 		$1.01M Sell
2,530
-6,134
-71% -$2.35M ﹤0.01% 788
2024
Q4 		$3.11M Sell
8,664
-1,159
-12% -$426K 0.01% 525
2024
Q3 		$3.4M Sell
9,823
-176
-2% -$57.6K 0.01% 502
2024
Q2 		$2.94M Sell
9,999
-1,725
-15% -$510K 0.01% 525
2024
Q1 		$3.91M Buy
11,724
+234
+2% +$72.5K 0.01% 444
2023
Q4 		$3.34M Sell
11,490
-1,685
-13% -$539K 0.01% 442
2023
Q3 		$4.27M Buy
+13,175
New +$4.36M 0.02% 352

Other funds holding AON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM