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Moneta Group Investment Advisors’s Aon AON Stock Holding History

Moneta Group Investment 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
Q1 		$703K Sell
2,179
-210
-9% -$69.8K 0.01% 429
2025
Q4 		$843K Sell
2,389
-316
-12% -$110K 0.01% 388
2025
Q3 		$964K Buy
2,705
+224
+9% +$81K 0.01% 363
2025
Q2 		$885K Buy
2,481
+63
+3% +$22.8K 0.01% 327
2025
Q1 		$965K Sell
2,418
-12
-0.5% -$4.6K 0.01% 295
2024
Q4 		$873K Sell
2,430
-23
-0.9% -$8.46K 0.01% 301
2024
Q3 		$849K Sell
2,453
-19
-0.8% -$6.22K 0.01% 303
2024
Q2 		$726K Sell
2,472
-37
-1% -$10.9K 0.01% 318
2024
Q1 		$837K Buy
2,509
+70
+3% +$21.7K 0.01% 288
2023
Q4 		$710K Sell
2,439
-69
-3% -$22.1K 0.01% 281
2023
Q3 		$813K Sell
2,508
-94
-4% -$31.1K 0.02% 250
2023
Q2 		$898K Sell
2,602
-28
-1% -$9.09K 0.02% 238
2023
Q1 		$829K Buy
2,630
+152
+6% +$47K 0.02% 236
2022
Q4 		$790K Sell
2,478
-158
-6% -$46.2K 0.02% 228
2022
Q3 		$706K Sell
2,636
-508
-16% -$144K 0.03% 221
2022
Q2 		$848K Buy
3,144
+580
+23% +$167K 0.03% 227
2022
Q1 		$835K Sell
2,564
-21
-0.8% -$6.11K 0.03% 228
2021
Q4 		$777K Sell
2,585
-312
-11% -$93.5K 0.03% 237
2021
Q3 		$828K Sell
2,897
-35
-1% -$9.4K 0.04% 216
2021
Q2 		$700K Buy
2,932
+1,289
+78% +$315K 0.03% 234
2021
Q1 		$378K Sell
1,643
-113
-6% -$24.9K 0.02% 294
2020
Q4 		$371K Sell
1,756
-67
-4% -$13.7K 0.03% 229
2020
Q3 		$376K Sell
1,823
-46
-2% -$9.19K 0.03% 199
2020
Q2 		$360K Buy
1,869
+88
+5% +$16.4K 0.03% 195
2020
Q1 		$294K Buy
1,781
+29
+2% +$5.94K 0.03% 200
2019
Q4 		$365K Sell
1,752
-77
-4% -$15.2K 0.03% 196
2019
Q3 		$354K Buy
+1,829
New +$353K 0.03% 196
2018
Q1 		– Sell
-3
Closed – – 604
2017
Q4 		$0 Buy
+3
New +$427 ﹤0.01% 462

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Moneta Group Investment Advisors's AON Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Aon (AON) stake by 8.8% in Q1 2026, selling an estimated $69.8K and leaving 2,179 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #429.

Moneta Group Investment Advisors first reported a position in AON in Q4 2017 and has held it in 28 quarters since. The position peaked at $965K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Moneta Group Investment Advisors held 2,179 shares of Aon worth $703K as of Q1 2026.
  • Moneta Group Investment Advisors sold 210 Aon shares in Q1 2026, an estimated $69.8K.
  • Aon made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #429 holding.
  • Moneta Group Investment Advisors first reported a position in Aon in Q4 2017 and has held it in 28 quarters since.
  • Moneta Group Investment Advisors's Aon position peaked at $965K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.