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Evelyn Partners Investment Management’s Aon AON Stock Holding History

Evelyn Partners Investment 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 		$541K Hold
1,675
– – 0.01% 158
2025
Q4 		$591K Hold
1,675
– – 0.02% 157
2025
Q3 		$597K Sell
1,675
-25
-1% -$9.04K 0.02% 157
2025
Q2 		$606K Sell
1,700
-50
-3% -$18.1K 0.02% 151
2025
Q1 		$698K Hold
1,750
– – 0.02% 140
2024
Q4 		$629K Buy
+1,750
New +$643K 0.02% 142

Other funds holding AON

BlackRock
BlackRock New York $5.72T 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 $315B AUM 27.84% 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 $1.56T 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

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

Evelyn Partners Investment Management held its Aon (AON) position steady in Q1 2026 at 1,675 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #158.

Evelyn Partners Investment Management first reported a position in AON in Q4 2024 and has held it in 6 quarters since. The position peaked at $698K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Evelyn Partners Investment Management held 1,675 shares of Aon worth $541K as of Q1 2026.
  • Evelyn Partners Investment Management left its Aon share count unchanged in Q1 2026.
  • Aon made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #158 holding.
  • Evelyn Partners Investment Management first reported a position in Aon in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Aon position peaked at $698K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

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