Balboa Wealth Partners’s Aon AON Stock Holding History

Balboa Wealth Partners’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	-517	Closed	-$206K	–	380
2025 Q1	$206K	Buy	+517	New	+$198K	0.05%	261

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

Balboa Wealth Partners's AON Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Aon (AON) in Q2 2025, closing a stake of 517 shares — an estimated $206K sold.

Balboa Wealth Partners first reported a position in AON in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Balboa Wealth Partners reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
Balboa Wealth Partners sold 517 Aon shares in Q2 2025, an estimated $206K.
Balboa Wealth Partners first reported a position in Aon in Q1 2025 and held it in 1 quarter.
Balboa Wealth Partners's Aon position peaked at $206K in Q1 2025.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.