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Aon shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Aon (AON) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Aon

Tip: Access up to 7 years of quarterly data

All positions including Aon held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $256k 793 322.78
2025-12-31 $203k 575 352.88

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Ishares Tr Core S&p500 Etf (IVV)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Cypress Wealth Services

Top funds holding Aon

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Massachusetts Financial Services
Dodge & Cox
Geode Capital Management
Berkshire Hathaway
Bank of New York Mellon
Norges Bank Investment Management
Farallon Capital Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Eagle Capital Management
Independent Franchise Partners
Northern Trust

View all funds holding Aon