Icon Wealth Advisors’s Aon AON Stock Holding History

Icon 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	$292K	Sell	905 -3,471	-79%	-$1.15M	0.02%	324
2025 Q4	$1.54M	Sell	4,376 -2,389	-35%	-$834K	0.1%	132
2025 Q3	$2.41M	Sell	6,765 -1,446	-18%	-$523K	0.16%	96
2025 Q2	$2.93M	Sell	8,211 -49	-0.6%	-$17.8K	0.21%	82
2025 Q1	$3.3M	Buy	8,260 +7,837	+1,853%	+$3M	0.27%	69
2024 Q4	$152K	Hold	423	–	–	0.01%	427
2024 Q3	$146K	Sell	423 -1	-0.2%	-$327	0.01%	412
2024 Q2	$139K	Hold	424	–	–	0.01%	381
2024 Q1	$142K	Sell	424 -1,026	-71%	-$318K	0.01%	401
2023 Q4	$422K	Buy	+1,450	New	+$464K	0.04%	215
2022 Q4	–	Sell	-443	Closed	-$119K	–	330
2022 Q3	$119K	Buy	+443	New	+$125K	0.01%	371

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

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

Icon Wealth Advisors reduced its Aon (AON) stake by 79% in Q1 2026, selling an estimated $1.15M and leaving 905 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #324.

Icon Wealth Advisors first reported a position in AON in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.3M in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Icon Wealth Advisors held 905 shares of Aon worth $292K as of Q1 2026.
Icon Wealth Advisors sold 3,471 Aon shares in Q1 2026, an estimated $1.15M.
Aon made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #324 holding.
Icon Wealth Advisors first reported a position in Aon in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's Aon position peaked at $3.3M in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.