Avantax Advisory Services’s Aon AON Stock Holding History

Avantax Advisory Services’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	$1.74M	Sell	4,871 -382	-7%	-$138K	0.01%	874
2025 Q1	$2.1M	Buy	5,253 +318	+6%	+$122K	0.01%	716
2024 Q4	$1.77M	Sell	4,935 -4,248	-46%	-$1.56M	0.01%	768
2024 Q3	$3.18M	Buy	9,183 +1,116	+14%	+$365K	0.02%	521
2024 Q2	$2.37M	Buy	8,067 +7,338	+1,007%	+$2.17M	0.02%	593
2024 Q1	$243K	Buy	729 +38	+5%	+$11.8K	﹤0.01%	1425
2023 Q4	$201K	Buy	691 +17	+3%	+$5.44K	﹤0.01%	1473
2023 Q3	$218K	Buy	674 +47	+7%	+$15.6K	﹤0.01%	1376
2023 Q2	$217K	Sell	627 -21	-3%	-$6.82K	﹤0.01%	1362
2023 Q1	$204K	Buy	+648	New	+$201K	﹤0.01%	1370
2021 Q4	–	Sell	-1,107	Closed	-$317K	–	1244
2021 Q3	$317K	Buy	1,107 +24	+2%	+$6.45K	0.01%	903
2021 Q2	$258K	Sell	1,083 -87	-7%	-$21.3K	﹤0.01%	970
2021 Q1	$270K	Buy	1,170 +125	+12%	+$27.5K	0.01%	851
2020 Q4	$221K	Sell	1,045 -536	-34%	-$109K	0.01%	841
2020 Q3	$326K	Buy	1,581 +488	+45%	+$97.5K	0.01%	986
2020 Q2	$210K	Sell	1,093 -199	-15%	-$37.1K	0.01%	772
2020 Q1	$214K	Sell	1,292 -458	-26%	-$93.8K	0.01%	699
2019 Q4	$365K	Buy	+1,750	New	+$347K	0.01%	571

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

Avantax Advisory Services's AON Position: Q2 2025 in Review

Avantax Advisory Services reduced its Aon (AON) stake by 7.3% in Q2 2025, selling an estimated $138K and leaving 4,871 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #874.

Avantax Advisory Services first reported a position in AON in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.18M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Avantax Advisory Services held 4,871 shares of Aon worth $1.74M as of Q2 2025.
Avantax Advisory Services sold 382 Aon shares in Q2 2025, an estimated $138K.
Aon made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #874 holding.
Avantax Advisory Services first reported a position in Aon in Q4 2019 and has held it in 18 quarters since.
Avantax Advisory Services's Aon position peaked at $3.18M in Q3 2024.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.