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SeaCrest Wealth Management’s Aon AON Stock Holding History

SeaCrest Wealth 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
Q1 		– Sell
-1,088
Closed -$381K – 642
2025
Q4 		$381K Sell
1,088
-38
-3% -$13.3K 0.04% 395
2025
Q3 		$411K Sell
1,126
-226
-17% -$81.8K 0.04% 364
2025
Q2 		$482K Hold
1,352
– – 0.05% 325
2025
Q1 		$540K Sell
1,352
-42
-3% -$16.1K 0.06% 309
2024
Q4 		$501K Buy
1,394
+155
+13% +$57K 0.05% 335
2024
Q3 		$429K Buy
1,239
+27
+2% +$8.83K 0.05% 381
2024
Q2 		$356K Sell
1,212
-166
-12% -$49.1K 0.04% 411
2024
Q1 		$460K Buy
1,378
+22
+2% +$6.82K 0.06% 336
2023
Q4 		$393K Sell
1,356
-24
-2% -$7.68K 0.05% 368
2023
Q3 		$447K Sell
1,380
-48
-3% -$15.9K 0.06% 330
2023
Q2 		$493K Sell
1,428
-16
-1% -$5.2K 0.06% 324
2023
Q1 		$455K Buy
1,444
+110
+8% +$34K 0.06% 345
2022
Q4 		$400K Sell
1,334
-72
-5% -$21K 0.06% 376
2022
Q3 		$377K Buy
1,406
+21
+2% +$5.94K 0.06% 371
2022
Q2 		$374K Buy
1,385
+316
+30% +$90.8K 0.05% 414
2022
Q1 		$348K Buy
1,069
+147
+16% +$42.8K 0.04% 469
2021
Q4 		$277K Hold
922
– – 0.03% 539
2021
Q3 		$263K Sell
922
-7
-0.8% -$1.88K 0.03% 529
2021
Q2 		$222K Sell
929
-4
-0.4% -$978 0.03% 613
2021
Q1 		$215K Buy
+933
New +$205K 0.03% 585
2019
Q2 		– Sell
-719
Closed -$123K – 588
2019
Q1 		$123K Hold
719
– – 0.02% 623
2018
Q4 		$105K Sell
719
-2
-0.3% -$311 0.02% 646
2018
Q3 		$111K Buy
721
+32
+5% +$4.68K 0.02% 709
2018
Q2 		$95K Buy
689
+146
+27% +$20.6K 0.02% 737
2018
Q1 		$76K Sell
543
-188
-26% -$26.3K 0.01% 790
2017
Q4 		$98K Buy
+731
New +$104K 0.02% 722

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SeaCrest Wealth Management's AON Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of Aon (AON) in Q1 2026, closing a stake of 1,088 shares — an estimated $381K sold.

SeaCrest Wealth Management first reported a position in AON in Q4 2017 and held it in 26 quarters. The position peaked at $540K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • SeaCrest Wealth Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,088 Aon shares in Q1 2026, an estimated $381K.
  • SeaCrest Wealth Management first reported a position in Aon in Q4 2017 and held it in 26 quarters.
  • SeaCrest Wealth Management's Aon position peaked at $540K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.