Perpetual Ltd’s Aon AON Stock Holding History

Perpetual Ltd’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	$955K	Buy	2,959 +1,480	+100%	+$492K	0.01%	223
2025 Q4	$522K	Buy	1,479 +104	+8%	+$36.3K	0.01%	301
2025 Q3	$490K	Buy	1,375 +19	+1%	+$6.87K	0.01%	333
2025 Q2	$484K	Buy	1,356 +95	+8%	+$34.4K	0.01%	327
2025 Q1	$503K	Buy	1,261 +53	+4%	+$20.3K	0.01%	323
2024 Q4	$434K	Sell	1,208 -104	-8%	-$38.2K	0.01%	340
2024 Q3	$454K	Buy	1,312 +27	+2%	+$8.83K	﹤0.01%	334
2024 Q2	$377K	Sell	1,285 -28	-2%	-$8.28K	﹤0.01%	357
2024 Q1	$438K	Sell	1,313 -20	-2%	-$6.2K	﹤0.01%	359
2023 Q4	$388K	Sell	1,333 -1,182	-47%	-$378K	﹤0.01%	361
2023 Q3	$815K	Sell	2,515 -2,037	-45%	-$674K	0.01%	304
2023 Q2	$1.57M	Sell	4,552 -248	-5%	-$80.5K	0.01%	263
2023 Q1	$1.51M	Buy	+4,800	New	+$1.49M	0.01%	275

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