Mission Wealth Management’s Aon AON Stock Holding History

Mission Wealth 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	$1.33M	Buy	4,129 +220	+6%	+$73.1K	0.03%	276
2025 Q4	$1.38M	Buy	3,909 +60	+2%	+$20.9K	0.03%	276
2025 Q3	$1.37M	Sell	3,849 -144	-4%	-$52.1K	0.03%	272
2025 Q2	$1.42M	Buy	3,993 +1	+0%	+$362	0.03%	256
2025 Q1	$1.59M	Sell	3,992 -300	-7%	-$115K	0.04%	218
2024 Q4	$1.54M	Sell	4,292 -308	-7%	-$113K	0.04%	214
2024 Q3	$1.59M	Buy	4,600 +40	+0.9%	+$13.1K	0.04%	211
2024 Q2	$1.34M	Sell	4,560 -1,281	-22%	-$379K	0.04%	222
2024 Q1	$1.95M	Sell	5,841 -5	-0.1%	-$1.55K	0.05%	189
2023 Q4	$1.7M	Buy	5,846 +56	+1%	+$17.9K	0.06%	165
2023 Q3	$1.88M	Buy	5,790 +14	+0.2%	+$4.63K	0.07%	138
2023 Q2	$1.99M	Buy	5,776 +4	+0.1%	+$1.3K	0.08%	132
2023 Q1	$1.82M	Buy	5,772 +2,008	+53%	+$622K	0.08%	141
2022 Q4	$1.13M	Sell	3,764 -7	-0.2%	-$2.04K	0.05%	192
2022 Q3	$1.01M	Buy	3,771 +10	+0.3%	+$2.83K	0.05%	185
2022 Q2	$1.01M	Buy	3,761 +39	+1%	+$11.2K	0.05%	191
2022 Q1	$1.21M	Hold	3,722	–	–	0.06%	170
2021 Q4	$1.12M	Buy	3,722 +360	+11%	+$108K	0.05%	181
2021 Q3	$961K	Buy	3,362 +2	+0.1%	+$537	0.05%	185
2021 Q2	$802K	Hold	3,360	–	–	0.04%	198
2021 Q1	$773K	Buy	3,360 +10	+0.3%	+$2.2K	0.04%	181
2020 Q4	$708K	Sell	3,350 -94	-3%	-$19.2K	0.04%	179
2020 Q3	$710K	Hold	3,444	–	–	0.05%	159
2020 Q2	$663K	Buy	3,444 +11	+0.3%	+$2.05K	0.06%	155
2020 Q1	$567K	Hold	3,433	–	–	0.06%	145
2019 Q4	$715K	Sell	3,433 -2	-0.1%	-$396	0.07%	144
2019 Q3	$665K	Buy	3,435 +2	+0.1%	+$386	0.07%	140
2019 Q2	$663K	Sell	3,433 -5	-0.1%	-$906	0.07%	138
2019 Q1	$587K	Buy	3,438 +5	+0.1%	+$811	0.07%	146
2018 Q4	$499K	Sell	3,433 -23	-0.7%	-$3.57K	0.07%	147
2018 Q3	$531K	Hold	3,456	–	–	0.07%	143
2018 Q2	$474K	Buy	3,456 +323	+10%	+$45.5K	0.07%	146
2018 Q1	$440K	Hold	3,133	–	–	0.07%	126
2017 Q4	$420K	Sell	3,133 -235	-7%	-$33.4K	0.07%	121
2017 Q3	$492K	Hold	3,368	–	–	0.09%	98
2017 Q2	$448K	Sell	3,368 -39	-1%	-$4.93K	0.09%	107
2017 Q1	$404K	Buy	3,407 +39	+1%	+$4.5K	0.08%	111
2016 Q4	$376K	Buy	3,368 +235	+8%	+$26.2K	0.07%	113
2016 Q3	$352K	Hold	3,133	–	–	0.09%	108
2016 Q2	$342K	Hold	3,133	–	–	0.09%	100
2016 Q1	$327K	Buy	+3,133	New	+$294K	0.09%	102

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

Mission Wealth Management's AON Position: Q1 2026 in Review

Mission Wealth Management increased its Aon (AON) stake by 5.6% in Q1 2026, buying an estimated $73.1K and bringing the position to 4,129 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #276.

Mission Wealth Management first reported a position in AON in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.99M in Q2 2023. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Mission Wealth Management held 4,129 shares of Aon worth $1.33M as of Q1 2026.
Mission Wealth Management bought 220 Aon shares in Q1 2026, an estimated $73.1K.
Aon made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #276 holding.
Mission Wealth Management first reported a position in Aon in Q1 2016 and has held it in 41 quarters since.
Mission Wealth Management's Aon position peaked at $1.99M in Q2 2023.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.