Optima Capital’s Aon AON Stock Holding History

Optima Capital’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	-52	Closed	-$18.4K	–	215
2025 Q4	$18.4K	Buy	+52	New	+$18.2K	0.01%	440

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Optima Capital's AON Position: Q1 2026 in Review

Optima Capital sold out of Aon (AON) in Q1 2026, closing a stake of 52 shares — an estimated $18.4K sold.

Optima Capital first reported a position in AON in Q4 2025 and held it in 1 quarter. The position peaked at $18.4K in Q4 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Optima Capital reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 52 Aon shares in Q1 2026, an estimated $18.4K.
Optima Capital first reported a position in Aon in Q4 2025 and held it in 1 quarter.
Optima Capital's Aon position peaked at $18.4K in Q4 2025.
1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.