Alteri Wealth’s Aon AON Stock Holding History

Alteri Wealth’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
2025 Q2	–	Sell	-536	Closed	-$214K	–	273
2025 Q1	$214K	Sell	536 -118	-18%	-$45.2K	0.09%	233
2024 Q4	$235K	Buy	+654	New	+$240K	0.07%	217

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Alteri Wealth's AON Position: Q2 2025 in Review

Alteri Wealth sold out of Aon (AON) in Q2 2025, closing a stake of 536 shares — an estimated $214K sold.

Alteri Wealth first reported a position in AON in Q4 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Alteri Wealth reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
Alteri Wealth sold 536 Aon shares in Q2 2025, an estimated $214K.
Alteri Wealth first reported a position in Aon in Q4 2024 and held it in 2 quarters.
Alteri Wealth's Aon position peaked at $235K in Q4 2024.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Alteri Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.