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Sage Mountain Advisors’s Aon AON Stock Holding History

Sage Mountain 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 		– Sell
-1,416
Closed -$500K – 303
2025
Q4 		$500K Sell
1,416
-99
-7% -$34.6K 0.03% 274
2025
Q3 		$540K Buy
1,515
+105
+7% +$38K 0.03% 259
2025
Q2 		$503K Sell
1,410
-91
-6% -$33K 0.03% 239
2025
Q1 		$599K Sell
1,501
-101
-6% -$38.7K 0.04% 192
2024
Q4 		$575K Sell
1,602
-321
-17% -$118K 0.04% 186
2024
Q3 		$665K Buy
1,923
+445
+30% +$146K 0.06% 157
2024
Q2 		$434K Buy
1,478
+117
+9% +$34.6K 0.04% 195
2024
Q1 		$454K Buy
1,361
+202
+17% +$62.6K 0.05% 174
2023
Q4 		$337K Sell
1,159
-12
-1% -$3.84K 0.04% 183
2023
Q3 		$380K Buy
1,171
+80
+7% +$26.5K 0.05% 149
2023
Q2 		$377K Buy
1,091
+31
+3% +$10.1K 0.05% 150
2023
Q1 		$334K Buy
+1,060
New +$328K 0.05% 157
2022
Q2 		– Sell
-691
Closed -$225K – 617
2022
Q1 		$225K Sell
691
-53
-7% -$15.4K 0.04% 438
2021
Q4 		$224K Sell
744
-40
-5% -$12K 0.03% 503
2021
Q3 		$224K Buy
+784
New +$211K 0.03% 417

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sage Mountain Advisors's AON Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Aon (AON) in Q1 2026, closing a stake of 1,416 shares — an estimated $500K sold.

Sage Mountain Advisors first reported a position in AON in Q3 2021 and held it in 15 quarters. The position peaked at $665K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,416 Aon shares in Q1 2026, an estimated $500K.
  • Sage Mountain Advisors first reported a position in Aon in Q3 2021 and held it in 15 quarters.
  • Sage Mountain Advisors's Aon position peaked at $665K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.