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Baker Tilly Wealth Management’s Aon AON Stock Holding History

Baker Tilly 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
Q2 		– Sell
-537
Closed -$214K – 236
2025
Q1 		$214K Buy
+537
New +$206K 0.08% 222
2023
Q4 		– Sell
-703
Closed -$228K – 465
2023
Q3 		$228K Sell
703
-1,009
-59% -$334K 0.04% 416
2023
Q2 		$591K Buy
1,712
+37
+2% +$12K 0.06% 297
2023
Q1 		$528K Sell
1,675
-262
-14% -$81.1K 0.06% 320
2022
Q4 		$581K Buy
1,937
+433
+29% +$127K 0.07% 283
2022
Q3 		$403K Sell
1,504
-41
-3% -$11.6K 0.05% 346
2022
Q2 		$417K Buy
1,545
+70
+5% +$20.1K 0.05% 352
2022
Q1 		$480K Buy
1,475
+103
+8% +$30K 0.05% 356
2021
Q4 		$412K Buy
1,372
+91
+7% +$27.3K 0.04% 388
2021
Q3 		$366K Sell
1,281
-110
-8% -$29.5K 0.05% 381
2021
Q2 		$332K Sell
1,391
-631
-31% -$154K 0.05% 374
2021
Q1 		$465K Buy
+2,022
New +$445K 0.1% 251

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
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 $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Baker Tilly Wealth Management's AON Position: Q2 2025 in Review

Baker Tilly Wealth Management sold out of Aon (AON) in Q2 2025, closing a stake of 537 shares — an estimated $214K sold.

Baker Tilly Wealth Management first reported a position in AON in Q1 2021 and held it in 12 quarters. The position peaked at $591K in Q2 2023. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Baker Tilly Wealth Management reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 537 Aon shares in Q2 2025, an estimated $214K.
  • Baker Tilly Wealth Management first reported a position in Aon in Q1 2021 and held it in 12 quarters.
  • Baker Tilly Wealth Management's Aon position peaked at $591K in Q2 2023.
  • 1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.