EWA
AON icon

Exencial Wealth Advisors’s Aon AON Stock Holding History

Exencial 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
Q1 		$3.38M Buy
10,468
+508
+5% +$169K 0.11% 177
2025
Q4 		$3.51M Buy
9,960
+619
+7% +$216K 0.11% 170
2025
Q3 		$3.33M Buy
9,341
+467
+5% +$169K 0.11% 170
2025
Q2 		$3.17M Buy
8,874
+1,012
+13% +$367K 0.11% 172
2025
Q1 		$3.14M Sell
7,862
-673
-8% -$258K 0.12% 175
2024
Q4 		$3.07M Buy
8,535
+115
+1% +$42.3K 0.11% 174
2024
Q3 		$2.91M Buy
8,420
+1,839
+28% +$602K 0.1% 177
2024
Q2 		$1.93M Buy
6,581
+1,096
+20% +$324K 0.07% 209
2024
Q1 		$1.83M Buy
5,485
+214
+4% +$66.3K 0.07% 217
2023
Q4 		$1.53M Buy
5,271
+263
+5% +$84.2K 0.06% 222
2023
Q3 		$1.62M Buy
5,008
+329
+7% +$109K 0.08% 196
2023
Q2 		$1.62M Sell
4,679
-1,440
-24% -$468K 0.07% 198
2023
Q1 		$1.93M Sell
6,119
-24
-0.4% -$7.43K 0.1% 171
2022
Q4 		$1.84M Buy
6,143
+37
+0.6% +$10.8K 0.1% 177
2022
Q3 		$1.64M Buy
6,106
+134
+2% +$37.9K 0.1% 176
2022
Q2 		$1.61M Buy
5,972
+314
+6% +$90.3K 0.09% 182
2022
Q1 		$1.84M Buy
5,658
+871
+18% +$253K 0.09% 189
2021
Q4 		$1.44M Buy
4,787
+921
+24% +$276K 0.07% 204
2021
Q3 		$1.1M Buy
3,866
+564
+17% +$152K 0.05% 183
2021
Q2 		$788K Buy
3,302
+1,067
+48% +$261K 0.04% 258
2021
Q1 		$514K Buy
+2,235
New +$492K 0.03% 274
2020
Q4 		– Sell
-988
Closed -$204K – 372
2020
Q3 		$204K Buy
+988
New +$197K 0.01% 341

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

Exencial Wealth Advisors's AON Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Aon (AON) stake by 5.1% in Q1 2026, buying an estimated $169K and bringing the position to 10,468 shares worth $3.38M. The position accounts for 0.11% of the portfolio, ranked #177.

Exencial Wealth Advisors first reported a position in AON in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.51M in Q4 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Exencial Wealth Advisors held 10,468 shares of Aon worth $3.38M as of Q1 2026.
  • Exencial Wealth Advisors bought 508 Aon shares in Q1 2026, an estimated $169K.
  • Aon made up 0.11% of Exencial Wealth Advisors's portfolio in Q1 2026, its #177 holding.
  • Exencial Wealth Advisors first reported a position in Aon in Q3 2020 and has held it in 22 quarters since.
  • Exencial Wealth Advisors's Aon position peaked at $3.51M in Q4 2025.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.