WBI Investments’s Aon AON Stock Holding History

WBI Investments’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	-6,108	Closed	-$2.16M	–	292
2025 Q4	$2.16M	Buy	+6,108	New	+$2.13M	0.56%	33
2024 Q2	–	Sell	-2,057	Closed	-$686K	–	168
2024 Q1	$686K	Buy	+2,057	New	+$638K	0.14%	123
2023 Q3	–	Sell	-3,073	Closed	-$1.06M	–	185
2023 Q2	$1.06M	Buy	3,073 +561	+22%	+$182K	0.19%	120
2023 Q1	$792K	Sell	2,512 -9,182	-79%	-$2.84M	0.16%	135
2022 Q4	$3.51M	Buy	+11,694	New	+$3.42M	0.75%	32
2022 Q2	–	Sell	-13,390	Closed	-$4.25M	–	124
2022 Q1	$4.25M	Buy	+13,390	New	+$3.89M	0.69%	45
2021 Q1	–	Sell	-18,339	Closed	-$3.87M	–	178
2020 Q4	$3.87M	Buy	+18,339	New	+$3.74M	0.59%	39
2017 Q4	–	Sell	-4,585	Closed	-$670K	–	284
2017 Q3	$670K	Buy	+4,585	New	+$640K	0.03%	216
2017 Q2	–	Sell	-44,513	Closed	-$5.28M	–	290
2017 Q1	$5.28M	Buy	44,513 +1,235	+3%	+$143K	0.23%	84
2016 Q4	$4.83M	Buy	+43,278	New	+$4.82M	0.21%	85

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

WBI Investments's AON Position: Q1 2026 in Review

WBI Investments sold out of Aon (AON) in Q1 2026, closing a stake of 6,108 shares — an estimated $2.16M sold.

WBI Investments first reported a position in AON in Q4 2016 and held it in 10 quarters. The position peaked at $5.28M in Q1 2017. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

WBI Investments reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 6,108 Aon shares in Q1 2026, an estimated $2.16M.
WBI Investments first reported a position in Aon in Q4 2016 and held it in 10 quarters.
WBI Investments's Aon position peaked at $5.28M in Q1 2017.
1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.