Sunbelt Securities’s Aon AON Stock Holding History

Sunbelt Securities’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	$12.3K	Sell	38 -1	-3%	-$332	﹤0.01%	1444
2025 Q4	$13.8K	Buy	39 +16	+70%	+$5.59K	﹤0.01%	1358
2025 Q3	$8.2K	Sell	23 -1	-4%	-$362	﹤0.01%	1487
2025 Q2	$8.62K	Buy	24 +1	+4%	+$362	﹤0.01%	1332
2025 Q1	$9.18K	Sell	23 -1	-4%	-$383	﹤0.01%	1295
2024 Q4	$8.59K	Hold	24	–	–	﹤0.01%	1337
2024 Q3	$8.3K	Buy	24 +17	+243%	+$5.56K	﹤0.01%	1331
2024 Q2	$2.06K	Hold	7	–	–	﹤0.01%	1549
2024 Q1	$2.34K	Hold	7	–	–	﹤0.01%	1494
2023 Q4	$2.04K	Hold	7	–	–	﹤0.01%	1462
2023 Q3	$2.27K	Hold	7	–	–	﹤0.01%	1458
2023 Q2	$2.42K	Buy	7 +6	+600%	+$1.95K	﹤0.01%	1421
2023 Q1	$313	Buy	+1	New	+$310	﹤0.01%	1571

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM