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Montag & Associates’s Aon AON Stock Holding History

Montag & Associates’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
-48
Closed -$16.9K – 944
2025
Q4 		$16.9K Buy
+48
New +$16.8K ﹤0.01% 714
2025
Q1 		– Sell
-1,000
Closed -$359K – 997
2024
Q4 		$359K Buy
+1,000
New +$368K 0.02% 346
2023
Q2 		– Sell
-100
Closed -$31.5K – 923
2023
Q1 		$31.5K Sell
100
-150
-60% -$46.4K ﹤0.01% 620
2022
Q4 		$75K Hold
250
– – 0.01% 483
2022
Q3 		$67K Hold
250
– – ﹤0.01% 492
2022
Q2 		$67K Hold
250
– – ﹤0.01% 482
2022
Q1 		$81K Hold
250
– – ﹤0.01% 494
2021
Q4 		$75K Hold
250
– – ﹤0.01% 519
2021
Q3 		$71K Hold
250
– – ﹤0.01% 515
2021
Q2 		$60K Hold
250
– – ﹤0.01% 528
2021
Q1 		$58K Hold
250
– – ﹤0.01% 536
2020
Q4 		$53K Buy
+250
New +$51K ﹤0.01% 529

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

Montag & Associates's AON Position: Q1 2026 in Review

Montag & Associates sold out of Aon (AON) in Q1 2026, closing a stake of 48 shares — an estimated $16.9K sold.

Montag & Associates first reported a position in AON in Q4 2020 and held it in 12 quarters. The position peaked at $359K in Q4 2024. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Montag & Associates reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 48 Aon shares in Q1 2026, an estimated $16.9K.
  • Montag & Associates first reported a position in Aon in Q4 2020 and held it in 12 quarters.
  • Montag & Associates's Aon position peaked at $359K in Q4 2024.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.