Newbridge Financial Services Group’s Aon AON Stock Holding History

Newbridge Financial Services Group’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	$3.27K	Hold	10	–	–	﹤0.01%	975
2025 Q4	$3.56K	Sell	10 -304	-97%	-$106K	﹤0.01%	951
2025 Q3	$112K	Buy	314 +304	+3,040%	+$110K	0.02%	378
2025 Q2	$3.59K	Hold	10	–	–	﹤0.01%	1065
2025 Q1	$4K	Hold	10	–	–	﹤0.01%	826
2024 Q4	$3.6K	Buy	+10	New	+$3.68K	﹤0.01%	904
2023 Q4	–	Sell	-38	Closed	-$12.2K	–	1145
2023 Q3	$12.2K	Sell	38 -10	-21%	-$3.31K	0.01%	771
2023 Q2	$16.5K	Hold	48	–	–	0.01%	748
2023 Q1	$15K	Hold	48	–	–	0.01%	807
2022 Q4	$14.3K	Hold	48	–	–	0.01%	818
2022 Q3	$13K	Buy	48 +1	+2%	+$283	0.01%	808
2022 Q2	$13K	Hold	47	–	–	0.01%	775
2022 Q1	$15K	Sell	47 -90	-66%	-$26.2K	0.01%	798
2021 Q4	$41K	Buy	137 +90	+191%	+$27K	0.02%	513
2021 Q3	$13K	Hold	47	–	–	0.01%	790
2021 Q2	$11K	Hold	47	–	–	0.01%	951
2021 Q1	$11K	Buy	+47	New	+$10.3K	0.01%	859

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM