EP Wealth Advisors’s Aon AON Stock Holding History

EP Wealth 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	$1.94M	Sell	5,995 -19	-0.3%	-$6.31K	0.01%	485
2025 Q4	$2.12M	Buy	+6,014	New	+$2.1M	0.01%	432
2025 Q2	$2.42M	Buy	6,774 +314	+5%	+$114K	0.02%	380
2025 Q1	$2.58M	Buy	6,460 +2,435	+60%	+$934K	0.02%	323
2024 Q4	$1.45M	Sell	4,025 -313	-7%	-$115K	0.01%	417
2024 Q3	$1.5M	Buy	4,338 +520	+14%	+$170K	0.01%	413
2024 Q2	$1.12M	Buy	3,818 +1,794	+89%	+$530K	0.01%	370
2024 Q1	$675K	Buy	+2,024	New	+$627K	0.01%	447
2022 Q3	–	Sell	-1,448	Closed	-$391K	–	354
2022 Q2	$391K	Buy	1,448 +356	+33%	+$102K	0.01%	427
2022 Q1	$356K	Buy	1,092 +289	+36%	+$84.1K	0.01%	454
2021 Q4	$241K	Sell	803 -10	-1%	-$3K	0.01%	499
2021 Q3	$232K	Buy	+813	New	+$218K	0.01%	484

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