PDS Planning’s Aon AON Stock Holding History

PDS Planning’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	$477K	Buy	1,478 +72	+5%	+$23.9K	0.03%	280
2025 Q4	$496K	Sell	1,406 -90	-6%	-$31.4K	0.03%	257
2025 Q3	$533K	Sell	1,496 -23	-2%	-$8.32K	0.04%	231
2025 Q2	$542K	Buy	1,519 +554	+57%	+$201K	0.04%	221
2025 Q1	$385K	Buy	965 +113	+13%	+$43.3K	0.03%	266
2024 Q4	$306K	Buy	852 +18	+2%	+$6.62K	0.03%	289
2024 Q3	$289K	Buy	834 +3	+0.4%	+$981	0.03%	303
2024 Q2	$244K	Sell	831 -1	-0.1%	-$296	0.02%	313
2024 Q1	$278K	Sell	832 -2	-0.2%	-$620	0.03%	279
2023 Q4	$243K	Sell	834 -7	-0.8%	-$2.24K	0.03%	286
2023 Q3	$273K	Buy	841 +25	+3%	+$8.27K	0.04%	224
2023 Q2	$282K	Buy	816 +156	+24%	+$50.7K	0.04%	229
2023 Q1	$208K	Buy	+660	New	+$204K	0.03%	260

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PDS Planning's AON Position: Q1 2026 in Review

PDS Planning increased its Aon (AON) stake by 5.1% in Q1 2026, buying an estimated $23.9K and bringing the position to 1,478 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #280.

PDS Planning first reported a position in AON in Q1 2023 and has held it in 13 quarters since. The position peaked at $542K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

PDS Planning held 1,478 shares of Aon worth $477K as of Q1 2026.
PDS Planning bought 72 Aon shares in Q1 2026, an estimated $23.9K.
Aon made up 0.03% of PDS Planning's portfolio in Q1 2026, its #280 holding.
PDS Planning first reported a position in Aon in Q1 2023 and has held it in 13 quarters since.
PDS Planning's Aon position peaked at $542K in Q2 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.