SageView Advisory Group’s Aon AON Stock Holding History

SageView Advisory Group’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
2025 Q4	$829K	Sell	2,351 -5	-0.2%	-$1.75K	0.03%	271
2025 Q3	$840K	Buy	2,356 +165	+8%	+$59.7K	0.03%	287
2025 Q2	$809K	Sell	2,191 -54	-2%	-$19.6K	0.03%	272
2025 Q1	$896K	Sell	2,245 -60	-3%	-$23K	0.04%	246
2024 Q4	$828K	Sell	2,305 -3,859	-63%	-$1.42M	0.04%	251
2024 Q3	$2.13M	Sell	6,164 -2,701	-30%	-$884K	0.11%	108
2024 Q2	$2.6M	Buy	+8,865	New	+$2.62M	0.12%	103
2024 Q1	–	Sell	-2,092	Closed	-$625K	–	526
2023 Q4	$625K	Buy	+2,092	New	+$670K	0.03%	344
2023 Q3	–	Sell	-1,833	Closed	-$633K	–	524
2023 Q2	$633K	Buy	1,833 +251	+16%	+$81.5K	0.04%	309
2023 Q1	$499K	Buy	+1,582	New	+$490K	0.03%	307

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageView Advisory Group's AON Position: Q4 2025 in Review

SageView Advisory Group reduced its Aon (AON) stake by 0.21% in Q4 2025, selling an estimated $1.75K and leaving 2,351 shares worth $829K. The position accounts for 0.03% of the portfolio, ranked #271.

SageView Advisory Group first reported a position in AON in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.6M in Q2 2024. 1,280 funds tracked by Wall St. Rank hold AON as of Q4 2025.

SageView Advisory Group held 2,351 shares of Aon worth $829K as of Q4 2025.
SageView Advisory Group sold 5 Aon shares in Q4 2025, an estimated $1.75K.
Aon made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #271 holding.
SageView Advisory Group first reported a position in Aon in Q1 2023 and has held it in 10 quarters since.
SageView Advisory Group's Aon position peaked at $2.6M in Q2 2024.
1,280 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.