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Equitable Trust’s Aon AON Stock Holding History

Equitable Trust’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
Q2 		$1.93M Sell
5,807
-54
-0.9% -$17.4K 0.08% 173
2026
Q1 		$1.89M Buy
5,861
+66
+1% +$21.9K 0.09% 160
2025
Q4 		$2.04M Sell
5,795
-726
-11% -$253K 0.09% 157
2025
Q3 		$2.33M Sell
6,521
-1,272
-16% -$460K 0.11% 145
2025
Q2 		$2.78M Buy
7,793
+114
+1% +$41.3K 0.14% 132
2025
Q1 		$3.06M Buy
7,679
+502
+7% +$192K 0.17% 113
2024
Q4 		$2.58M Sell
7,177
-3,507
-33% -$1.29M 0.14% 129
2024
Q3 		$3.7M Sell
10,684
-173
-2% -$56.6K 0.24% 92
2024
Q2 		$3.19M Sell
10,857
-2,402
-18% -$710K 0.22% 96
2024
Q1 		$4.42M Buy
13,259
+129
+1% +$40K 0.31% 68
2023
Q4 		$3.82M Sell
13,130
-771
-6% -$247K 0.29% 70
2023
Q3 		$4.51M Sell
13,901
-667
-5% -$221K 0.37% 54
2023
Q2 		$5.03M Sell
14,568
-175
-1% -$56.8K 0.38% 49
2023
Q1 		$4.65M Sell
14,743
-2,332
-14% -$722K 0.37% 52
2022
Q4 		$5.12M Sell
17,075
-3,401
-17% -$994K 0.4% 49
2022
Q3 		$5.49M Sell
20,476
-2,890
-12% -$817K 0.46% 48
2022
Q2 		$6.3M Sell
23,366
-88
-0.4% -$25.3K 0.47% 47
2022
Q1 		$7.64M Buy
23,454
+1,755
+8% +$510K 0.49% 50
2021
Q4 		$6.52M Buy
21,699
+1,547
+8% +$464K 0.4% 65
2021
Q3 		$5.76M Buy
20,152
+1,814
+10% +$487K 0.37% 74
2021
Q2 		$4.38M Buy
18,338
+754
+4% +$184K 0.28% 94
2021
Q1 		$4.05M Sell
17,584
-2,468
-12% -$543K 0.3% 92
2020
Q4 		$4.24M Sell
20,052
-233
-1% -$47.6K 0.31% 86
2020
Q3 		$4.18M Buy
+20,285
New +$4.05M 0.36% 75
2020
Q1 		– Sell
-962
Closed -$200K – 304
2019
Q4 		$200K Buy
+962
New +$190K 0.02% 280

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Equitable Trust's AON Position: Q2 2026 in Review

Equitable Trust reduced its Aon (AON) stake by 0.92% in Q2 2026, selling an estimated $17.4K and leaving 5,807 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #173.

Equitable Trust first reported a position in AON in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.64M in Q1 2022. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Equitable Trust held 5,807 shares of Aon worth $1.93M as of Q2 2026.
  • Equitable Trust sold 54 Aon shares in Q2 2026, an estimated $17.4K.
  • Aon made up 0.08% of Equitable Trust's portfolio in Q2 2026, its #173 holding.
  • Equitable Trust first reported a position in Aon in Q4 2019 and has held it in 25 quarters since.
  • Equitable Trust's Aon position peaked at $7.64M in Q1 2022.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.