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Atria Wealth Solutions’s Aon AON Stock Holding History

Atria Wealth Solutions’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
-2,202
Closed -$879K – 1480
2025
Q1 		$879K Buy
2,202
+640
+41% +$245K 0.01% 939
2024
Q4 		$561K Sell
1,562
-312
-17% -$115K 0.01% 1215
2024
Q3 		$648K Buy
1,874
+91
+5% +$29.8K 0.01% 1115
2024
Q2 		$523K Sell
1,783
-88
-5% -$26K 0.01% 1215
2024
Q1 		$624K Buy
1,871
+34
+2% +$10.5K 0.01% 1148
2023
Q4 		$535K Buy
1,837
+110
+6% +$35.2K 0.01% 1172
2023
Q3 		$560K Buy
1,727
+37
+2% +$12.2K 0.01% 1081
2023
Q2 		$583K Sell
1,690
-247
-13% -$80.2K 0.01% 1083
2023
Q1 		$611K Buy
1,937
+149
+8% +$46.1K 0.01% 1024
2022
Q4 		$537K Buy
1,788
+77
+5% +$22.5K 0.01% 1044
2022
Q3 		$458K Sell
1,711
-738
-30% -$209K 0.01% 1068
2022
Q2 		$660K Buy
2,449
+1,802
+279% +$518K 0.01% 855
2022
Q1 		$211K Buy
+647
New +$188K ﹤0.01% 1561

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Atria Wealth Solutions's AON Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Aon (AON) in Q2 2025, closing a stake of 2,202 shares — an estimated $879K sold.

Atria Wealth Solutions first reported a position in AON in Q1 2022 and held it in 13 quarters. The position peaked at $879K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,202 Aon shares in Q2 2025, an estimated $879K.
  • Atria Wealth Solutions first reported a position in Aon in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Aon position peaked at $879K in Q1 2025.
  • 1,228 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.