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Aprio Wealth Management’s Aon AON Stock Holding History

Aprio Wealth Management’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
Q4 		– Sell
-567
Closed -$202K – 543
2025
Q3 		$202K Buy
+567
New +$205K 0.02% 423
2025
Q2 		– Sell
-551
Closed -$220K – 411
2025
Q1 		$220K Buy
+551
New +$211K 0.03% 338

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aprio Wealth Management's AON Position: Q4 2025 in Review

Aprio Wealth Management sold out of Aon (AON) in Q4 2025, closing a stake of 567 shares — an estimated $202K sold.

Aprio Wealth Management first reported a position in AON in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Aprio Wealth Management reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 567 Aon shares in Q4 2025, an estimated $202K.
  • Aprio Wealth Management first reported a position in Aon in Q1 2025 and held it in 2 quarters.
  • Aprio Wealth Management's Aon position peaked at $220K in Q1 2025.
  • 1,279 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Aprio Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.