Sendero Wealth Management’s Aon AON Stock Holding History

Sendero 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	$231K	Sell	716 -1,690	-70%	-$562K	0.03%	194
2025 Q4	$849K	Sell	2,406 -8	-0.3%	-$2.79K	0.09%	120
2025 Q3	$861K	Buy	2,414 +6	+0.2%	+$2.17K	0.1%	114
2025 Q2	$859K	Sell	2,408 -809	-25%	-$293K	0.11%	111
2025 Q1	$1.28M	Sell	3,217 -1,322	-29%	-$507K	0.18%	77
2024 Q4	$1.63M	Hold	4,539	–	–	0.24%	65
2024 Q3	$1.57M	Hold	4,539	–	–	0.25%	59
2024 Q2	$1.33M	Buy	4,539 +1,482	+48%	+$438K	0.22%	62
2024 Q1	$1.02M	Buy	3,057 +173	+6%	+$53.6K	0.18%	77
2023 Q4	$839K	Buy	2,884 +597	+26%	+$191K	0.16%	93
2023 Q3	$741K	Buy	2,287 +140	+7%	+$46.3K	0.16%	86
2023 Q2	$741K	Sell	2,147 -2,152	-50%	-$699K	0.16%	89
2023 Q1	$1.36M	Sell	4,299 -2,472	-37%	-$765K	0.42%	54
2022 Q4	$2.03M	Sell	6,771 -352	-5%	-$103K	0.72%	23
2022 Q3	$1.91M	Buy	7,123 +849	+14%	+$240K	0.79%	17
2022 Q2	$1.69M	Buy	6,274 +1,156	+23%	+$332K	1.62%	15
2022 Q1	$1.67M	Sell	5,118 -464	-8%	-$135K	0.77%	16
2021 Q4	$1.68M	Buy	+5,582	New	+$1.67M	0.74%	19

Other funds holding AON

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Sendero Wealth Management reduced its Aon (AON) stake by 70% in Q1 2026, selling an estimated $562K and leaving 716 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #194.

Sendero Wealth Management first reported a position in AON in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.03M in Q4 2022. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Sendero Wealth Management held 716 shares of Aon worth $231K as of Q1 2026.
Sendero Wealth Management sold 1,690 Aon shares in Q1 2026, an estimated $562K.
Aon made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #194 holding.
Sendero Wealth Management first reported a position in Aon in Q4 2021 and has held it in 18 quarters since.
Sendero Wealth Management's Aon position peaked at $2.03M in Q4 2022.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.