Polen Capital Management
AON icon

Polen Capital Management’s Aon AON Stock Holding History

Polen Capital Management’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
Q2 		$54.4M Sell
164,035
-1,190,018
-88% -$384M 0.47% 28
2026
Q1 		$437M Sell
1,354,053
-492,241
-27% -$164M 3.02% 16
2025
Q4 		$652M Sell
1,846,294
-643,873
-26% -$225M 2.78% 14
2025
Q3 		$888M Sell
2,490,167
-255,460
-9% -$92.4M 2.88% 15
2025
Q2 		$980M Sell
2,745,627
-262,092
-9% -$95M 3.01% 15
2025
Q1 		$1.2B Buy
3,007,719
+2,288,397
+318% +$877M 3.77% 10
2024
Q4 		$258M Sell
719,322
-62,167
-8% -$22.9M 0.7% 25
2024
Q3 		$270M Sell
781,489
-40,552
-5% -$13.3M 0.7% 25
2024
Q2 		$241M Sell
822,041
-8,075
-1% -$2.39M 0.61% 27
2024
Q1 		$277M Buy
830,116
+10,500
+1% +$3.26M 0.64% 26
2023
Q4 		$239M Buy
819,616
+4,326
+0.5% +$1.38M 0.58% 24
2023
Q3 		$264M Buy
815,290
+4,422
+0.5% +$1.46M 0.7% 27
2023
Q2 		$280M Sell
810,868
-13,636
-2% -$4.43M 0.69% 25
2023
Q1 		$260M Sell
824,504
-173,866
-17% -$53.8M 0.69% 24
2022
Q4 		$300M Sell
998,370
-66,219
-6% -$19.3M 0.87% 25
2022
Q3 		$285M Buy
1,064,589
+130,250
+14% +$36.8M 0.8% 25
2022
Q2 		$252M Sell
934,339
-50,357
-5% -$14.5M 0.66% 27
2022
Q1 		$321M Sell
984,696
-57,712
-6% -$16.8M 0.63% 27
2021
Q4 		$313M Buy
1,042,408
+20,164
+2% +$6.05M 0.53% 28
2021
Q3 		$292M Buy
1,022,244
+209,597
+26% +$56.3M 0.54% 27
2021
Q2 		$194M Buy
812,647
+286,463
+54% +$70M 0.37% 26
2021
Q1 		$121M Buy
526,184
+148,879
+39% +$32.8M 0.27% 27
2020
Q4 		$79.7M Buy
377,305
+49,548
+15% +$10.1M 0.19% 30
2020
Q3 		$67.6M Buy
+327,757
New +$65.5M 0.18% 30

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management's AON Position: Q2 2026 in Review

Polen Capital Management reduced its Aon (AON) stake by 88% in Q2 2026, selling an estimated $384M and leaving 164,035 shares worth $54.4M. The position accounts for 0.47% of the portfolio, ranked #28.

Polen Capital Management first reported a position in AON in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.2B in Q1 2025. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Polen Capital Management held 164,035 shares of Aon worth $54.4M as of Q2 2026.
  • Polen Capital Management sold 1,190,018 Aon shares in Q2 2026, an estimated $384M.
  • Aon made up 0.47% of Polen Capital Management's portfolio in Q2 2026, its #28 holding.
  • Polen Capital Management first reported a position in Aon in Q3 2020 and has held it in 24 quarters since.
  • Polen Capital Management's Aon position peaked at $1.2B in Q1 2025.
  • 1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.