Valley Wealth Managers’s Aon AON Stock Holding History

Valley Wealth Managers’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	–	Sell	-7	Closed	-$2.47K	–	319
2025 Q4	$2.47K	Buy	+7	New	+$2.44K	﹤0.01%	325
2024 Q4	–	Sell	-886	Closed	-$307K	–	405
2024 Q3	$307K	Buy	886 +28	+3%	+$9.16K	0.02%	174
2024 Q2	$252K	Sell	858 -77	-8%	-$22.8K	0.02%	181
2024 Q1	$312K	Buy	935 +158	+20%	+$49K	0.02%	176
2023 Q4	$226K	Hold	777	–	–	0.02%	180
2023 Q3	$252K	Buy	777 +36	+5%	+$11.9K	0.02%	173
2023 Q2	$256K	Sell	741 -5	-0.7%	-$1.62K	0.02%	148
2023 Q1	$235K	Sell	746 -43	-5%	-$13.3K	0.02%	153
2022 Q4	$237K	Sell	789 -66	-8%	-$19.3K	0.02%	152
2022 Q3	$229K	Hold	855	–	–	0.02%	157
2022 Q2	$231K	Sell	855 -306	-26%	-$88K	0.02%	172
2022 Q1	$378K	Buy	1,161 +86	+8%	+$25K	0.03%	141
2021 Q4	$323K	Buy	1,075 +127	+13%	+$38.1K	0.03%	164
2021 Q3	$271K	Buy	+948	New	+$255K	0.02%	162

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