Baldwin Wealth Partners’s Aon AON Stock Holding History

Baldwin 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
2024 Q4	–	Sell	-125	Closed	-$43.2K	–	273
2024 Q3	$43.2K	Buy	125 +72	+136%	+$23.6K	﹤0.01%	581
2024 Q2	$15.6K	Sell	53 -10	-16%	-$2.96K	﹤0.01%	497
2024 Q1	$21K	Buy	63 +2	+3%	+$620	﹤0.01%	482
2023 Q4	$17.8K	Hold	61	–	–	﹤0.01%	516
2023 Q3	$19.8K	Sell	61 -4	-6%	-$1.32K	﹤0.01%	511
2023 Q2	$22.4K	Hold	65	–	–	﹤0.01%	520
2023 Q1	$20.5K	Hold	65	–	–	﹤0.01%	539
2022 Q4	$19.5K	Hold	65	–	–	﹤0.01%	538
2022 Q3	$17K	Hold	65	–	–	﹤0.01%	459
2022 Q2	$18K	Hold	65	–	–	﹤0.01%	481
2022 Q1	$21K	Buy	65 +16	+33%	+$4.65K	﹤0.01%	472
2021 Q4	$15K	Buy	49 +7	+17%	+$2.1K	﹤0.01%	469
2021 Q3	$12K	Hold	42	–	–	﹤0.01%	497
2021 Q2	$10K	Hold	42	–	–	﹤0.01%	531
2021 Q1	$10K	Sell	42 -2	-5%	-$440	﹤0.01%	509
2020 Q4	$9K	Hold	44	–	–	﹤0.01%	461
2020 Q3	$9K	Buy	+44	New	+$8.79K	﹤0.01%	436

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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