Focused Wealth Management’s Aon AON Stock Holding History

Focused Wealth 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	$402K	Buy	1,244 +5	+0.4%	+$1.66K	0.04%	129
2025 Q4	$437K	Buy	1,239 +25	+2%	+$8.73K	0.05%	118
2025 Q3	$433K	Hold	1,214	–	–	0.05%	119
2025 Q2	$433K	Hold	1,214	–	–	0.05%	108
2025 Q1	$484K	Hold	1,214	–	–	0.07%	89
2024 Q4	$436K	Sell	1,214 -24	-2%	-$8.82K	0.06%	94
2024 Q3	$428K	Hold	1,238	–	–	0.06%	118
2024 Q2	$363K	Buy	+1,238	New	+$366K	0.05%	118
2024 Q1	–	Sell	-24	Closed	-$6.98K	–	246
2023 Q4	$6.98K	Buy	+24	New	+$7.68K	﹤0.01%	611

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Focused Wealth Management's AON Position: Q1 2026 in Review

Focused Wealth Management increased its Aon (AON) stake by 0.4% in Q1 2026, buying an estimated $1.66K and bringing the position to 1,244 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #129.

Focused Wealth Management first reported a position in AON in Q4 2023 and has held it in 9 quarters since. The position peaked at $484K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Focused Wealth Management held 1,244 shares of Aon worth $402K as of Q1 2026.
Focused Wealth Management bought 5 Aon shares in Q1 2026, an estimated $1.66K.
Aon made up 0.04% of Focused Wealth Management's portfolio in Q1 2026, its #129 holding.
Focused Wealth Management first reported a position in Aon in Q4 2023 and has held it in 9 quarters since.
Focused Wealth Management's Aon position peaked at $484K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.