McLean Asset Management’s Aon AON Stock Holding History

McLean Asset Management’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	$206K	Sell	638 -72	-10%	-$23.9K	0.04%	164
2025 Q4	$246K	Sell	710 -1	-0.1%	-$349	0.04%	153
2025 Q3	$260K	Sell	711 -10	-1%	-$3.62K	0.05%	145
2025 Q2	$253K	Buy	721 +12	+2%	+$4.35K	0.07%	144
2025 Q1	$255K	Buy	709 +13	+2%	+$4.98K	0.08%	126
2024 Q4	$250K	Sell	696 -78	-10%	-$28.7K	0.08%	133
2024 Q3	$270K	Buy	774 +5	+0.7%	+$1.64K	0.08%	127
2024 Q2	$227K	Sell	769 -23	-3%	-$6.8K	0.07%	143
2024 Q1	$253K	Sell	792 -20	-2%	-$6.2K	0.09%	128
2023 Q4	$235K	Sell	812 -27	-3%	-$8.64K	0.09%	125
2023 Q3	$273K	Hold	839	–	–	0.11%	100
2023 Q2	$290K	Sell	839 -4	-0.5%	-$1.3K	0.11%	99
2023 Q1	$266K	Sell	843 -51	-6%	-$15.8K	0.11%	100
2022 Q4	$268K	Buy	894 +10	+1%	+$2.92K	0.09%	103
2022 Q3	$241K	Buy	884 +35	+4%	+$9.89K	0.09%	101
2022 Q2	$237K	Buy	849 +2	+0.2%	+$575	0.09%	103
2022 Q1	$276K	Buy	847 +36	+4%	+$10.5K	0.2%	89
2021 Q4	$233K	Sell	811 -52	-6%	-$15.6K	0.09%	118
2021 Q3	$276K	Buy	+863	New	+$232K	0.11%	98

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

McLean Asset Management's AON Position: Q1 2026 in Review

McLean Asset Management reduced its Aon (AON) stake by 10% in Q1 2026, selling an estimated $23.9K and leaving 638 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #164.

McLean Asset Management first reported a position in AON in Q3 2021 and has held it in 19 quarters since. The position peaked at $290K in Q2 2023. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

McLean Asset Management held 638 shares of Aon worth $206K as of Q1 2026.
McLean Asset Management sold 72 Aon shares in Q1 2026, an estimated $23.9K.
Aon made up 0.04% of McLean Asset Management's portfolio in Q1 2026, its #164 holding.
McLean Asset Management first reported a position in Aon in Q3 2021 and has held it in 19 quarters since.
McLean Asset Management's Aon position peaked at $290K in Q2 2023.
1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.