NorthCrest Asset Manangement’s Aon AON Stock Holding History

NorthCrest Asset Manangement’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	$1.63M	Sell	5,059 -315	-6%	-$105K	0.05%	248
2025 Q4	$1.89M	Sell	5,374 -87	-2%	-$30.4K	0.04%	267
2025 Q3	$2M	Buy	5,461 +750	+16%	+$271K	0.05%	227
2025 Q2	$1.67M	Sell	4,711 -188	-4%	-$68.1K	0.04%	228
2025 Q1	$1.95M	Buy	4,899 +275	+6%	+$105K	0.06%	214
2024 Q4	$1.66M	Hold	4,624	–	–	0.05%	218
2024 Q3	$1.6M	Buy	4,624 +14	+0.3%	+$4.58K	0.05%	229
2024 Q2	$1.35M	Hold	4,610	–	–	0.04%	236
2024 Q1	$1.54M	Buy	4,610 +69	+2%	+$21.4K	0.05%	224
2023 Q4	$1.32M	Buy	4,541 +1	+0%	+$320	0.05%	231
2023 Q3	$1.47M	Hold	4,540	–	–	0.06%	214
2023 Q2	$1.57M	Hold	4,540	–	–	0.06%	211
2023 Q1	$1.43M	Hold	4,540	–	–	0.06%	209
2022 Q4	$1.36M	Hold	4,540	–	–	0.08%	149
2022 Q3	$1.22M	Hold	4,540	–	–	0.07%	183
2022 Q2	$1.22M	Hold	4,540	–	–	0.06%	188
2022 Q1	$1.48M	Buy	4,540 +70	+2%	+$20.4K	0.07%	159
2021 Q4	$1.34M	Buy	+4,470	New	+$1.34M	0.07%	192

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