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Sequoia Financial Advisors’s Aon AON Stock Holding History

Sequoia Financial 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 		$5.13M Buy
15,907
+705
+5% +$234K 0.03% 319
2025
Q4 		$5.36M Buy
15,202
+2,043
+16% +$713K 0.03% 317
2025
Q3 		$4.69M Sell
13,159
-145
-1% -$52.5K 0.03% 315
2025
Q2 		$4.75M Buy
13,304
+34
+0.3% +$12.3K 0.03% 288
2025
Q1 		$5.3M Buy
13,270
+207
+2% +$79.4K 0.04% 263
2024
Q4 		$4.69M Buy
13,063
+342
+3% +$126K 0.05% 261
2024
Q3 		$4.4M Buy
12,721
+5,101
+67% +$1.67M 0.05% 227
2024
Q2 		$2.24M Sell
7,620
-88
-1% -$26K 0.03% 303
2024
Q1 		$2.57M Sell
7,708
-1,210
-14% -$375K 0.03% 286
2023
Q4 		$2.6M Buy
8,918
+1,796
+25% +$575K 0.03% 304
2023
Q3 		$2.31M Sell
7,122
-20
-0.3% -$6.62K 0.04% 213
2023
Q2 		$2.47M Sell
7,142
-11
-0.2% -$3.57K 0.04% 213
2023
Q1 		$2.26M Sell
7,153
-146
-2% -$45.2K 0.05% 205
2022
Q4 		$2.19M Buy
7,299
+5,919
+429% +$1.73M 0.05% 195
2022
Q3 		$370K Sell
1,380
-473
-26% -$134K 0.01% 332
2022
Q2 		$500K Buy
1,853
+220
+13% +$63.2K 0.01% 324
2022
Q1 		$531K Buy
1,633
+937
+135% +$273K 0.01% 344
2021
Q4 		$209K Buy
+696
New +$209K 0.01% 543

Other funds holding AON

BlackRock
BlackRock New York $5.7T 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 $1.47T 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