Rational Advisors’s Aon AON Stock Holding History

Rational Advisors’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	$23.2K	Hold	72	–	–	﹤0.01%	146
2025 Q4	$25.4K	Buy	72 +10	+16%	+$3.49K	﹤0.01%	149
2025 Q3	$22.1K	Sell	62 -10	-14%	-$3.62K	﹤0.01%	159
2025 Q2	$25.7K	Buy	+72	New	+$26.1K	﹤0.01%	155
2020 Q4	–	Sell	-22	Closed	-$5K	–	226
2020 Q3	$5K	Hold	22	–	–	﹤0.01%	364
2020 Q2	$4K	Buy	+22	New	+$4.1K	﹤0.01%	432
2020 Q1	–	Sell	-2,562	Closed	-$534K	–	180
2019 Q4	$534K	Buy	2,562 +2,450	+2,188%	+$485K	0.25%	111
2019 Q3	$22K	Sell	112 -223	-67%	-$43K	0.01%	447
2019 Q2	$65K	Sell	335 -2,851	-89%	-$517K	0.02%	313
2019 Q1	$544K	Buy	3,186 +2,525	+382%	+$409K	0.15%	142
2018 Q4	$96K	Sell	661 -539	-45%	-$83.7K	0.03%	236
2018 Q3	$185K	Sell	1,200 -124	-9%	-$18.1K	0.04%	205
2018 Q2	$181K	Buy	1,324 +1,305	+6,868%	+$184K	0.09%	200
2018 Q1	$3K	Buy	+19	New	+$2.66K	﹤0.01%	440
2016 Q3	–	Sell	-6,900	Closed	-$754K	–	270
2016 Q2	$754K	Buy	+6,900	New	+$730K	0.52%	47
2015 Q3	$99K	Hold	1,115	–	–	0.04%	215
2015 Q2	$111K	Buy	+1,115	New	+$112K	0.04%	209

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