WoodTrust Financial’s Aon AON Stock Holding History

WoodTrust Financial’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	$436K	Sell	1,350 -4,355	-76%	-$1.45M	0.06%	120
2025 Q4	$2.01M	Sell	5,705 -380	-6%	-$133K	0.24%	59
2025 Q3	$2.17M	Hold	6,085	–	–	0.26%	53
2025 Q2	$2.17M	Hold	6,085	–	–	0.28%	50
2025 Q1	$2.43M	Hold	6,085	–	–	0.34%	47
2024 Q4	$2.19M	Hold	6,085	–	–	0.31%	52
2024 Q3	$2.1M	Hold	6,085	–	–	0.3%	56
2024 Q2	$1.79M	Buy	6,085 +797	+15%	+$236K	0.28%	64
2024 Q1	$1.76K	Buy	5,288 +128	+2%	+$39.7K	0.28%	62
2023 Q4	$1.5M	Buy	5,160 +85	+2%	+$27.2K	0.26%	60
2023 Q3	$1.65M	Sell	5,075 -50	-1%	-$16.5K	0.31%	59
2023 Q2	$1.77M	Hold	5,125	–	–	0.33%	56
2023 Q1	$1.62M	Hold	5,125	–	–	0.31%	56
2022 Q4	$1.54M	Hold	5,125	–	–	0.32%	53
2022 Q3	$1.37M	Buy	5,125 +350	+7%	+$98.9K	0.31%	56
2022 Q2	$1.29M	Buy	4,775 +200	+4%	+$57.5K	0.29%	55
2022 Q1	$1.49M	Buy	4,575 +1,225	+37%	+$356K	0.3%	51
2021 Q4	$1.01M	Buy	3,350 +310	+10%	+$92.9K	0.21%	67
2021 Q3	$869K	Buy	3,040 +1,525	+101%	+$410K	0.2%	62
2021 Q2	$361K	Buy	+1,515	New	+$370K	0.1%	82

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