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Mowery & Schoenfeld Wealth Management’s Aon AON Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-44
Closed -$14.6K – 355
2025
Q4 		$15.5K Buy
44
+9
+26% +$3.14K 0.02% 206
2025
Q3 		$12.5K Hold
35
– – 0.02% 204
2025
Q2 		$12.5K Buy
35
+20
+133% +$7.25K 0.02% 204
2025
Q1 		$6K Sell
15
-2
-12% -$767 0.01% 309
2024
Q4 		$6.11K Buy
+17
New +$6.25K 0.01% 285

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Mowery & Schoenfeld Wealth Management's AON Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Aon (AON) in Q1 2026, closing a stake of 44 shares — an estimated $14.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in AON in Q4 2024 and held it in 5 quarters. The position peaked at $15.5K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 44 Aon shares in Q1 2026, an estimated $14.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Aon in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Aon position peaked at $15.5K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.