Farther Finance Advisors’s Aon AON Stock Holding History

Farther Finance 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	$1.24M	Buy	3,854 +724	+23%	+$241K	0.01%	855
2025 Q4	$1.1M	Buy	3,130 +1,484	+90%	+$518K	0.01%	841
2025 Q3	$587K	Buy	1,646 +266	+19%	+$96.2K	0.01%	999
2025 Q2	$492K	Buy	1,380 +115	+9%	+$41.7K	0.01%	912
2025 Q1	$505K	Buy	1,265 +261	+26%	+$100K	0.01%	780
2024 Q4	$361K	Buy	1,004 +68	+7%	+$25K	0.01%	727
2024 Q3	$324K	Buy	936 +154	+20%	+$50.4K	0.01%	796
2024 Q2	$230K	Buy	782 +99	+14%	+$29.3K	0.01%	786
2024 Q1	$225K	Buy	683 +321	+89%	+$99.5K	0.01%	649
2023 Q4	$105K	Buy	362 +179	+98%	+$57.3K	0.01%	784
2023 Q3	$59.3K	Sell	183 -19	-9%	-$6.29K	0.01%	720
2023 Q2	$69.7K	Buy	202 +1	+0.5%	+$325	0.02%	566
2023 Q1	$63.4K	Buy	201 +42	+26%	+$13K	0.02%	538
2022 Q4	$47.7K	Buy	+159	New	+$46.5K	0.02%	497

Other funds holding AON

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM