U.S. Capital Wealth Advisors’s Aon AON Stock Holding History

U.S. Capital 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
2026 Q1	$1.06M	Buy	3,286 +105	+3%	+$34.9K	0.03%	497
2025 Q4	$1.12M	Buy	3,181 +16	+0.5%	+$5.59K	0.03%	463
2025 Q3	$1.13M	Buy	3,165 +60	+2%	+$21.7K	0.03%	448
2025 Q2	$1.11M	Buy	3,105 +28	+0.9%	+$10.1K	0.03%	408
2025 Q1	$1.23M	Sell	3,077 -615	-17%	-$236K	0.04%	379
2024 Q4	$1.33M	Buy	3,692 +33	+0.9%	+$12.1K	0.04%	384
2024 Q3	$1.27M	Hold	3,659	–	–	0.04%	331
2024 Q2	$1.07M	Buy	+3,659	New	+$1.08M	0.04%	334
2023 Q1	–	Sell	-200	Closed	-$60K	–	680
2022 Q4	$60K	Buy	+200	New	+$58.4K	﹤0.01%	842

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

U.S. Capital Wealth Advisors's AON Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Aon (AON) stake by 3.3% in Q1 2026, buying an estimated $34.9K and bringing the position to 3,286 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #497.

U.S. Capital Wealth Advisors first reported a position in AON in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2024. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

U.S. Capital Wealth Advisors held 3,286 shares of Aon worth $1.06M as of Q1 2026.
U.S. Capital Wealth Advisors bought 105 Aon shares in Q1 2026, an estimated $34.9K.
Aon made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #497 holding.
U.S. Capital Wealth Advisors first reported a position in Aon in Q4 2022 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's Aon position peaked at $1.33M in Q4 2024.
1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.