HWA
AON icon

HCR Wealth Advisors’s Aon AON Stock Holding History

HCR Wealth Advisors’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
-581
Closed -$205K – 243
2025
Q4 		$205K Hold
581
– – 0.02% 242
2025
Q3 		$210K Sell
581
-1
-0.2% -$362 0.02% 229
2025
Q2 		$208K Sell
582
-95
-14% -$34.4K 0.02% 224
2025
Q1 		$270K Hold
677
– – 0.04% 192
2024
Q4 		$243K Buy
677
+1
+0.1% +$368 0.03% 201
2024
Q3 		$234K Buy
+676
New +$221K 0.03% 211
2024
Q2 		– Sell
-676
Closed -$226K – 222
2024
Q1 		$226K Buy
+676
New +$210K 0.03% 203

Other funds holding AON

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

HCR Wealth Advisors's AON Position: Q1 2026 in Review

HCR Wealth Advisors sold out of Aon (AON) in Q1 2026, closing a stake of 581 shares — an estimated $205K sold.

HCR Wealth Advisors first reported a position in AON in Q1 2024 and held it in 7 quarters. The position peaked at $270K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • HCR Wealth Advisors reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • HCR Wealth Advisors sold 581 Aon shares in Q1 2026, an estimated $205K.
  • HCR Wealth Advisors first reported a position in Aon in Q1 2024 and held it in 7 quarters.
  • HCR Wealth Advisors's Aon position peaked at $270K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on HCR Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.