HFS
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Haverford Financial Services’s Aon AON Stock Holding History

Haverford Financial Services’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 		$5.76M Sell
17,853
-4,164
-19% -$1.38M 1.72% 25
2025
Q4 		$7.77M Sell
22,017
-258
-1% -$90.1K 2.18% 21
2025
Q3 		$7.94M Sell
22,275
-827
-4% -$299K 2.23% 19
2025
Q2 		$8.24M Sell
23,102
-42
-0.2% -$15.2K 2.44% 19
2025
Q1 		$9.24M Buy
23,144
+4,259
+23% +$1.63M 2.85% 17
2024
Q4 		$6.78M Sell
18,885
-20
-0.1% -$7.35K 2.07% 22
2024
Q3 		$6.54M Sell
18,905
-2
-0% -$654 1.87% 27
2024
Q2 		$5.55M Sell
18,907
-2,461
-12% -$728K 1.66% 29
2024
Q1 		$7.13M Sell
21,368
-64
-0.3% -$19.8K 2.05% 23
2023
Q4 		$6.24M Buy
21,432
+67
+0.3% +$21.4K 1.87% 29
2023
Q3 		$6.93M Sell
21,365
-53
-0.2% -$17.5K 2.23% 22
2023
Q2 		$7.39M Sell
21,418
-96
-0.4% -$31.2K 2.2% 25
2023
Q1 		$6.78M Sell
21,514
-5,688
-21% -$1.76M 2.12% 27
2022
Q4 		$8.16M Buy
27,202
+6,625
+32% +$1.94M 2.25% 21
2022
Q3 		$5.51M Buy
20,577
+3,436
+20% +$971K 1.69% 27
2022
Q2 		$4.62M Buy
17,141
+11,521
+205% +$3.31M 1.35% 29
2022
Q1 		$1.83M Buy
5,620
+475
+9% +$138K 0.45% 33
2021
Q4 		$1.55M Buy
5,145
+985
+24% +$295K 0.35% 36
2021
Q3 		$1.19M Buy
+4,160
New +$1.12M 0.29% 41

Other funds holding AON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM