River Wealth Advisors’s Aon AON Stock Holding History

River Wealth 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 Q3	–	Sell	-701	Closed	-$233K	–	206
2026 Q2	$233K	Hold	701	–	–	0.02%	202
2026 Q1	$226K	Buy	701 +3	+0.4%	+$997	0.03%	194
2025 Q4	$246K	Sell	698 -20	-3%	-$6.98K	0.03%	191
2025 Q3	$256K	Hold	718	–	–	0.03%	188
2025 Q2	$256K	Sell	718 -1	-0.1%	-$362	0.03%	187
2025 Q1	$287K	Sell	719 -8	-1%	-$3.07K	0.04%	178
2024 Q4	$261K	Buy	727 +1	+0.1%	+$368	0.03%	190
2024 Q3	$251K	Buy	726 +10	+1%	+$3.27K	0.03%	190
2024 Q2	$210K	Hold	716	–	–	0.03%	188
2024 Q1	$239K	Sell	716 -99	-12%	-$30.7K	0.03%	185
2023 Q4	$237K	Buy	815 +110	+16%	+$35.2K	0.04%	188
2023 Q3	$229K	Hold	705	–	–	0.04%	190
2023 Q2	$243K	Hold	705	–	–	0.04%	192
2023 Q1	$222K	Sell	705 -42	-6%	-$13K	0.04%	195
2022 Q4	$224K	Sell	747 -27	-3%	-$7.89K	0.04%	195
2022 Q3	$207K	Sell	774 -64	-8%	-$18.1K	0.04%	191
2022 Q2	$226K	Sell	838 -25	-3%	-$7.19K	0.04%	201
2022 Q1	$281K	Buy	863 +100	+13%	+$29.1K	0.04%	198
2021 Q4	$229K	Sell	763 -14	-2%	-$4.2K	0.04%	213
2021 Q3	$222K	Buy	+777	New	+$209K	0.04%	207

Other funds holding AON

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

River Wealth Advisors's AON Position: Q3 2026 in Review

River Wealth Advisors sold out of Aon (AON) in Q3 2026, closing a stake of 701 shares — an estimated $233K sold.

River Wealth Advisors first reported a position in AON in Q3 2021 and held it in 20 quarters. The position peaked at $287K in Q1 2025. 703 funds tracked by Wall St. Rank hold AON as of Q3 2026.

River Wealth Advisors reported no remaining Aon position as of Q3 2026 after selling out during the quarter.
River Wealth Advisors sold 701 Aon shares in Q3 2026, an estimated $233K.
River Wealth Advisors first reported a position in Aon in Q3 2021 and held it in 20 quarters.
River Wealth Advisors's Aon position peaked at $287K in Q1 2025.
703 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.