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Fortis Capital Management’s Aon AON Stock Holding History

Fortis Capital 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 		– Sell
-1,236
Closed -$436K – 213
2025
Q4 		$436K Sell
1,236
-4
-0.3% -$1.4K 0.06% 130
2025
Q3 		$442K Buy
1,240
+13
+1% +$4.7K 0.06% 118
2025
Q2 		$438K Sell
1,227
-64
-5% -$23.2K 0.07% 113
2025
Q1 		$515K Sell
1,291
-12,329
-91% -$4.73M 0.1% 103
2024
Q4 		$4.89M Buy
13,620
+73
+0.5% +$26.8K 0.9% 33
2024
Q3 		$4.69M Sell
13,547
-1,503
-10% -$492K 0.94% 32
2024
Q2 		$4.42M Buy
15,050
+9,349
+164% +$2.76M 0.94% 28
2024
Q1 		$1.9M Buy
5,701
+1,867
+49% +$579K 0.5% 42
2023
Q4 		$1.12M Buy
3,834
+400
+12% +$128K 0.29% 80
2023
Q3 		$1.11M Buy
3,434
+355
+12% +$117K 0.35% 66
2023
Q2 		$1.06M Buy
+3,079
New +$1,000K 0.38% 48
2020
Q4 		– Sell
-9,501
Closed -$1.96M – 92
2020
Q3 		$1.96M Hold
9,501
– – 1.56% 23
2020
Q2 		$1.83M Buy
+9,501
New +$1.77M 2.06% 16

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

Fortis Capital Management's AON Position: Q1 2026 in Review

Fortis Capital Management sold out of Aon (AON) in Q1 2026, closing a stake of 1,236 shares — an estimated $436K sold.

Fortis Capital Management first reported a position in AON in Q2 2020 and held it in 13 quarters. The position peaked at $4.89M in Q4 2024. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Fortis Capital Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Management sold 1,236 Aon shares in Q1 2026, an estimated $436K.
  • Fortis Capital Management first reported a position in Aon in Q2 2020 and held it in 13 quarters.
  • Fortis Capital Management's Aon position peaked at $4.89M in Q4 2024.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.