TCI Wealth Advisors’s Aon AON Stock Holding History

TCI Wealth 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
2025 Q4	–	Sell	-608	Closed	-$217K	–	256
2025 Q3	$217K	Buy	608 +16	+3%	+$5.79K	0.01%	242
2025 Q2	$211K	Hold	592	–	–	0.01%	233
2025 Q1	$236K	Buy	592 +12	+2%	+$4.6K	0.02%	198
2024 Q4	$208K	Sell	580 -114	-16%	-$41.9K	0.02%	216
2024 Q3	$240K	Buy	+694	New	+$227K	0.02%	209
2024 Q2	–	Sell	-675	Closed	-$225K	–	224
2024 Q1	$225K	Buy	+675	New	+$209K	0.02%	196
2023 Q4	–	Sell	-668	Closed	-$217K	–	207
2023 Q3	$217K	Buy	668 +7	+1%	+$2.32K	0.03%	181
2023 Q2	$228K	Hold	661	–	–	0.03%	171
2023 Q1	$208K	Sell	661 -2	-0.3%	-$619	0.03%	181
2022 Q4	$199K	Buy	663 +1	+0.2%	+$292	0.03%	179
2022 Q3	$177K	Buy	662 +93	+16%	+$26.3K	0.03%	176
2022 Q2	$153K	Sell	569 -60	-10%	-$17.2K	0.02%	196
2022 Q1	$205K	Buy	629 +25	+4%	+$7.27K	0.03%	172
2021 Q4	$182K	Buy	604 +24	+4%	+$7.2K	0.03%	187
2021 Q3	$166K	Sell	580 -6	-1%	-$1.61K	0.03%	210
2021 Q2	$140K	Sell	586 -20	-3%	-$4.89K	0.02%	221
2021 Q1	$139K	Buy	606 +31	+5%	+$6.82K	0.06%	199
2020 Q4	$121K	Hold	575	–	–	0.05%	209
2020 Q3	$119K	Hold	575	–	–	0.05%	189
2020 Q2	$111K	Buy	575 +6	+1%	+$1.12K	0.05%	198
2020 Q1	$94K	Sell	569 -417	-42%	-$85.4K	0.05%	208
2019 Q4	$205K	Buy	986 +304	+45%	+$60.2K	0.08%	169
2019 Q3	$132K	Buy	682 +274	+67%	+$52.9K	0.06%	182
2019 Q2	$79K	Hold	408	–	–	0.04%	248
2019 Q1	$70K	Sell	408 -6	-1%	-$973	0.03%	289
2018 Q4	$60K	Sell	414 -13	-3%	-$2.02K	0.03%	285
2018 Q3	$66K	Hold	427	–	–	0.03%	294
2018 Q2	$59K	Buy	427 +6	+1%	+$845	0.03%	292
2018 Q1	$59K	Sell	421 -100	-19%	-$14K	0.03%	302
2017 Q4	$70K	Buy	521 +100	+24%	+$14.2K	0.03%	285
2017 Q3	$62K	Hold	421	–	–	0.03%	283
2017 Q2	$56K	Buy	421 +19	+5%	+$2.4K	0.03%	290
2017 Q1	$48K	Sell	402 -8	-2%	-$923	0.03%	306
2016 Q4	$46K	Hold	410	–	–	0.02%	337
2016 Q3	$46K	Buy	410 +15	+4%	+$1.65K	0.03%	310
2016 Q2	$43K	Hold	395	–	–	0.02%	314
2016 Q1	$41K	Buy	395 +18	+5%	+$1.69K	0.02%	327
2015 Q4	$35K	Buy	377 +44	+13%	+$4.1K	0.02%	346
2015 Q3	$30K	Buy	333 +139	+72%	+$13.5K	0.02%	339
2015 Q2	$19K	Hold	194	–	–	0.01%	410
2015 Q1	$19K	Buy	194 +13	+7%	+$1.26K	0.01%	358
2014 Q4	$17K	Buy	181 +34	+23%	+$3.04K	0.01%	369
2014 Q3	$13K	Buy	+147	New	+$12.8K	0.01%	393
2014 Q1	–	Sell	-155	Closed	-$13K	–	881
2013 Q4	$13K	Sell	155 -10	-6%	-$792	0.01%	382
2013 Q3	$0	Buy	+165	New	+$11.3K	﹤0.01%	784

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

TCI Wealth Advisors's AON Position: Q4 2025 in Review

TCI Wealth Advisors sold out of Aon (AON) in Q4 2025, closing a stake of 608 shares — an estimated $217K sold.

TCI Wealth Advisors first reported a position in AON in Q3 2013 and held it in 45 quarters. The position peaked at $240K in Q3 2024. 1,280 funds tracked by Wall St. Rank hold AON as of Q4 2025.

TCI Wealth Advisors reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
TCI Wealth Advisors sold 608 Aon shares in Q4 2025, an estimated $217K.
TCI Wealth Advisors first reported a position in Aon in Q3 2013 and held it in 45 quarters.
TCI Wealth Advisors's Aon position peaked at $240K in Q3 2024.
1,280 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.