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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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $263B AUM 16.68% 1-Year Est. Return