Linscomb Wealth’s Aon AON Stock Holding History

Linscomb 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	$294K	Hold	912	–	–	0.01%	293
2025 Q4	$322K	Hold	912	–	–	0.01%	258
2025 Q3	$325K	Hold	912	–	–	0.01%	261
2025 Q2	$325K	Sell	912 -849	-48%	-$308K	0.02%	259
2025 Q1	$703K	Buy	1,761 +206	+13%	+$79K	0.04%	199
2024 Q4	$558K	Buy	+1,555	New	+$572K	0.03%	217
2021 Q2	–	Sell	-930	Closed	-$214K	–	337
2021 Q1	$214K	Sell	930 -105	-10%	-$23.1K	0.01%	314
2020 Q4	$219K	Sell	1,035 -156	-13%	-$31.8K	0.01%	296
2020 Q3	$246K	Sell	1,191 -707	-37%	-$141K	0.02%	261
2020 Q2	$366K	Sell	1,898 -4,097	-68%	-$763K	0.03%	223
2020 Q1	$989K	Sell	5,995 -2,040	-25%	-$418K	0.09%	138
2019 Q4	$1.67M	Buy	+8,035	New	+$1.59M	0.11%	126
2017 Q1	–	Sell	-1,980	Closed	-$221K	–	249
2016 Q4	$221K	Buy	+1,980	New	+$221K	0.02%	243
2016 Q1	–	Sell	-15,891	Closed	-$1.47M	–	254
2015 Q4	$1.47M	Hold	15,891	–	–	0.17%	83
2015 Q3	$1.41M	Hold	15,891	–	–	0.17%	81
2015 Q2	$1.58M	Hold	15,891	–	–	0.17%	84
2015 Q1	$1.53M	Hold	15,891	–	–	0.16%	90
2014 Q4	$1.51M	Hold	15,891	–	–	0.17%	90
2014 Q3	$1.39M	Hold	15,891	–	–	0.15%	96
2014 Q2	$1.43M	Hold	15,891	–	–	0.15%	93
2014 Q1	$1.34M	Buy	+15,891	New	+$1.32M	0.15%	93

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

Linscomb Wealth's AON Position: Q1 2026 in Review

Linscomb Wealth held its Aon (AON) position steady in Q1 2026 at 912 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #293.

Linscomb Wealth first reported a position in AON in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.67M in Q4 2019. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Linscomb Wealth held 912 shares of Aon worth $294K as of Q1 2026.
Linscomb Wealth left its Aon share count unchanged in Q1 2026.
Aon made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #293 holding.
Linscomb Wealth first reported a position in Aon in Q1 2014 and has held it in 21 quarters since.
Linscomb Wealth's Aon position peaked at $1.67M in Q4 2019.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

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