EP Wealth Advisors
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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
Q3 		$1.61M Sell
5,831
-506
-8% -$171K 0.01% 569
2026
Q2 		$2.1M Buy
6,337
+342
+6% +$110K 0.01% 564
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EP Wealth Advisors's AON Position: Q3 2026 in Review

EP Wealth Advisors reduced its Aon (AON) stake by 8% in Q3 2026, selling an estimated $171K and leaving 5,831 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #569.

EP Wealth Advisors first reported a position in AON in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.58M in Q1 2025. 984 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • EP Wealth Advisors held 5,831 shares of Aon worth $1.61M as of Q3 2026.
  • EP Wealth Advisors sold 506 Aon shares in Q3 2026, an estimated $171K.
  • Aon made up 0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #569 holding.
  • EP Wealth Advisors first reported a position in Aon in Q3 2021 and has held it in 14 quarters since.
  • EP Wealth Advisors's Aon position peaked at $2.58M in Q1 2025.
  • 984 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.