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Forum Financial Management’s Aon AON Stock Holding History

Forum Financial 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
-2,039
Closed -$720K – 374
2025
Q4 		$720K Buy
2,039
+364
+22% +$127K 0.01% 335
2025
Q3 		$597K Buy
1,675
+245
+17% +$88.6K 0.01% 383
2025
Q2 		$510K Buy
1,430
+440
+44% +$159K 0.01% 399
2025
Q1 		$395K Buy
990
+40
+4% +$15.3K 0.01% 458
2024
Q4 		$341K Buy
950
+40
+4% +$14.7K 0.01% 540
2024
Q3 		$315K Hold
910
– – 0.01% 492
2024
Q2 		$267K Sell
910
-466
-34% -$138K ﹤0.01% 530
2024
Q1 		$459K Buy
1,376
+311
+29% +$96.4K 0.01% 352
2023
Q4 		$310K Buy
1,065
+7
+0.7% +$2.24K 0.01% 440
2023
Q3 		$343K Hold
1,058
– – 0.01% 380
2023
Q2 		$365K Sell
1,058
-86
-8% -$27.9K 0.01% 379
2023
Q1 		$361K Buy
1,144
+96
+9% +$29.7K 0.01% 349
2022
Q4 		$315K Sell
1,048
-7
-0.7% -$2.04K 0.01% 377
2022
Q3 		$283K Sell
1,055
-115
-10% -$32.5K 0.01% 365
2022
Q2 		$316K Buy
1,170
+97
+9% +$27.9K 0.02% 339
2022
Q1 		$349K Buy
1,073
+20
+2% +$5.82K 0.02% 329
2021
Q4 		$316K Buy
+1,053
New +$316K 0.02% 393

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

Forum Financial Management's AON Position: Q1 2026 in Review

Forum Financial Management sold out of Aon (AON) in Q1 2026, closing a stake of 2,039 shares — an estimated $720K sold.

Forum Financial Management first reported a position in AON in Q4 2021 and held it in 17 quarters. The position peaked at $720K in Q4 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Forum Financial Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,039 Aon shares in Q1 2026, an estimated $720K.
  • Forum Financial Management first reported a position in Aon in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Aon position peaked at $720K in Q4 2025.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.