Matrix Asset Advisors
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Matrix Asset Advisors’s Aon AON Stock Holding History

Matrix Asset 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
Q3 		– Sell
-648
Closed -$215K – 101
2026
Q2 		$215K Hold
648
– – 0.02% 101
2026
Q1 		$209K Hold
648
– – 0.02% 97
2025
Q4 		$229K Hold
648
– – 0.02% 101
2025
Q3 		$231K Hold
648
– – 0.02% 103
2025
Q2 		$231K Hold
648
– – 0.02% 100
2025
Q1 		$259K Sell
648
-43
-6% -$16.5K 0.03% 92
2024
Q4 		$248K Buy
+691
New +$254K 0.03% 98
2024
Q3 		– Sell
-691
Closed -$203K – 103
2024
Q2 		$203K Buy
+691
New +$204K 0.02% 97

Other funds holding AON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Matrix Asset Advisors's AON Position: Q3 2026 in Review

Matrix Asset Advisors sold out of Aon (AON) in Q3 2026, closing a stake of 648 shares — an estimated $215K sold.

Matrix Asset Advisors first reported a position in AON in Q2 2024 and held it in 8 quarters. The position peaked at $259K in Q1 2025. 703 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Matrix Asset Advisors reported no remaining Aon position as of Q3 2026 after selling out during the quarter.
  • Matrix Asset Advisors sold 648 Aon shares in Q3 2026, an estimated $215K.
  • Matrix Asset Advisors first reported a position in Aon in Q2 2024 and held it in 8 quarters.
  • Matrix Asset Advisors's Aon position peaked at $259K in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.