MASECO Private Wealth’s Aon AON Stock Holding History

MASECO Private 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	-234	Closed	-$82.7K	–	395
2025 Q4	$82.7K	Buy	234 +62	+36%	+$21.6K	﹤0.01%	136
2025 Q3	$61.3K	Hold	172	–	–	﹤0.01%	78
2025 Q2	$61.3K	Buy	+172	New	+$62.3K	﹤0.01%	158

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

MASECO Private Wealth's AON Position: Q1 2026 in Review

MASECO Private Wealth sold out of Aon (AON) in Q1 2026, closing a stake of 234 shares — an estimated $82.7K sold.

MASECO Private Wealth first reported a position in AON in Q2 2025 and held it in 3 quarters. The position peaked at $82.7K in Q4 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

MASECO Private Wealth reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
MASECO Private Wealth sold 234 Aon shares in Q1 2026, an estimated $82.7K.
MASECO Private Wealth first reported a position in Aon in Q2 2025 and held it in 3 quarters.
MASECO Private Wealth's Aon position peaked at $82.7K in Q4 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

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