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Fiduciary Alliance’s Aon AON Stock Holding History

Fiduciary Alliance’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 		– Sell
-4,612
Closed -$1.63M – 550
2025
Q4 		$1.63M Sell
4,612
-119
-3% -$41.5K 0.11% 185
2025
Q3 		$1.69M Buy
4,731
+168
+4% +$60.8K 0.11% 173
2025
Q2 		$1.63M Sell
4,563
-959
-17% -$347K 0.12% 163
2025
Q1 		$2.2M Sell
5,522
-2,051
-27% -$786K 0.22% 105
2024
Q4 		$2.72M Buy
+7,573
New +$2.78M 0.28% 88
2023
Q3 		– Sell
-277
Closed -$95.6K – 207
2023
Q2 		$95.6K Buy
+277
New +$90K 0.02% 217
2023
Q1 		– Sell
-277
Closed -$83.1K – 174
2022
Q4 		$83.1K Buy
+277
New +$80.9K 0.02% 181

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

Fiduciary Alliance's AON Position: Q1 2026 in Review

Fiduciary Alliance sold out of Aon (AON) in Q1 2026, closing a stake of 4,612 shares — an estimated $1.63M sold.

Fiduciary Alliance first reported a position in AON in Q4 2022 and held it in 7 quarters. The position peaked at $2.72M in Q4 2024. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Fiduciary Alliance reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 4,612 Aon shares in Q1 2026, an estimated $1.63M.
  • Fiduciary Alliance first reported a position in Aon in Q4 2022 and held it in 7 quarters.
  • Fiduciary Alliance's Aon position peaked at $2.72M in Q4 2024.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.