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Evelyn Partners Asset Management’s Aon AON Stock Holding History

Evelyn Partners Asset Management’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 		$3.55K Hold
11
– – ﹤0.01% 289
2025
Q4 		$3.88K Hold
11
– – ﹤0.01% 268
2025
Q3 		$3.92K Hold
11
– – ﹤0.01% 264
2025
Q2 		$3.92K Hold
11
– – ﹤0.01% 219
2025
Q1 		$4.39K Hold
11
– – ﹤0.01% 224
2024
Q4 		$3.95K Buy
+11
New +$4.04K ﹤0.01% 226

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evelyn Partners Asset Management's AON Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Aon (AON) position steady in Q1 2026 at 11 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Evelyn Partners Asset Management first reported a position in AON in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.39K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Evelyn Partners Asset Management held 11 shares of Aon worth $3.55K as of Q1 2026.
  • Evelyn Partners Asset Management left its Aon share count unchanged in Q1 2026.
  • Aon made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #289 holding.
  • Evelyn Partners Asset Management first reported a position in Aon in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Aon position peaked at $4.39K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.