Fourth Dimension Wealth’s Aon AON Stock Holding History

Fourth Dimension Wealth’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	-603	Closed	-$213K	–	596
2025 Q4	$213K	Sell	603 -19	-3%	-$6.63K	0.08%	130
2025 Q3	$222K	Buy	+622	New	+$225K	0.08%	125

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

Fourth Dimension Wealth's AON Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Aon (AON) in Q1 2026, closing a stake of 603 shares — an estimated $213K sold.

Fourth Dimension Wealth first reported a position in AON in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Fourth Dimension Wealth reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
Fourth Dimension Wealth sold 603 Aon shares in Q1 2026, an estimated $213K.
Fourth Dimension Wealth first reported a position in Aon in Q3 2025 and held it in 2 quarters.
Fourth Dimension Wealth's Aon position peaked at $222K in Q3 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.