AWA
AON icon

Arete Wealth Advisors’s Aon AON Stock Holding History

Arete Wealth Advisors’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
-1,428
Closed -$509K – 377
2025
Q3 		$509K Sell
1,428
-67
-4% -$24.2K 0.03% 435
2025
Q2 		$534K Buy
1,495
+4
+0.3% +$1.45K 0.04% 387
2025
Q1 		$595K Buy
1,491
+10
+0.7% +$3.83K 0.05% 346
2024
Q4 		$531K Hold
1,481
– – 0.04% 397
2024
Q3 		$512K Sell
1,481
-110
-7% -$36K 0.04% 369
2024
Q2 		$466K Buy
+1,591
New +$470K 0.04% 410
2024
Q1 		– Sell
-1,794
Closed -$522K – 399
2023
Q4 		$522K Buy
1,794
+121
+7% +$38.7K 0.04% 392
2023
Q3 		$542K Buy
+1,673
New +$554K 0.09% 224
2023
Q2 		– Sell
-935
Closed -$295K – 672
2023
Q1 		$295K Sell
935
-6
-0.6% -$1.86K 0.02% 475
2022
Q4 		$282K Hold
941
– – 0.02% 470
2022
Q3 		$252K Buy
+941
New +$266K 0.02% 452
2022
Q2 		– Sell
-988
Closed -$322K – 456
2022
Q1 		$322K Sell
988
-23
-2% -$6.69K 0.03% 360
2021
Q4 		$298K Hold
1,011
– – 0.03% 384
2021
Q3 		$289K Buy
+1,011
New +$272K 0.03% 334
2021
Q2 		– Sell
-1,012
Closed -$233K – 378
2021
Q1 		$233K Buy
1,012
+14
+1% +$3.08K 0.03% 359
2020
Q4 		$209K Buy
+998
New +$204K 0.03% 374

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arete Wealth Advisors's AON Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Aon (AON) in Q4 2025, closing a stake of 1,428 shares — an estimated $509K sold.

Arete Wealth Advisors first reported a position in AON in Q4 2020 and held it in 16 quarters. The position peaked at $595K in Q1 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,428 Aon shares in Q4 2025, an estimated $509K.
  • Arete Wealth Advisors first reported a position in Aon in Q4 2020 and held it in 16 quarters.
  • Arete Wealth Advisors's Aon position peaked at $595K in Q1 2025.
  • 1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.