Evoke Wealth’s Aon AON Stock Holding History

Evoke Wealth’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	$593K	Buy	+1,835	New	+$610K	0.01%	372
2022 Q4	–	Sell	-52	Closed	-$14K	–	396
2022 Q3	$14K	Buy	52 +35	+206%	+$9.89K	﹤0.01%	693
2022 Q2	$5K	Sell	17 -5	-23%	-$1.44K	﹤0.01%	878
2022 Q1	$7K	Sell	22 -56	-72%	-$16.3K	﹤0.01%	825
2021 Q4	$23K	Hold	78	–	–	﹤0.01%	657
2021 Q3	$22K	Sell	78 -9	-10%	-$2.42K	﹤0.01%	622
2021 Q2	$21K	Sell	87 -25	-22%	-$6.11K	﹤0.01%	644
2021 Q1	$26K	Buy	112 +87	+348%	+$19.2K	﹤0.01%	540
2020 Q4	$5K	Hold	25	–	–	﹤0.01%	700
2020 Q3	$5K	Buy	25 +5	+25%	+$999	﹤0.01%	650
2020 Q2	$4K	Sell	20 -8	-29%	-$1.49K	﹤0.01%	697
2020 Q1	$4.63K	Sell	28 -336	-92%	-$68.8K	﹤0.01%	627
2019 Q4	$75.8K	Sell	364 -92	-20%	-$18.2K	0.01%	349
2019 Q3	$88.3K	Buy	+456	New	+$88K	0.01%	391

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