Bar Harbor Wealth Management’s Aon AON Stock Holding History

Bar Harbor 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 Q3	–	Sell	-620	Closed	-$221K	–	258
2025 Q2	$221K	Sell	620 -147	-19%	-$53.3K	0.01%	237
2025 Q1	$306K	Sell	767 -287	-27%	-$110K	0.02%	213
2024 Q4	$379K	Sell	1,054 -121	-10%	-$44.5K	0.02%	194
2024 Q3	$407K	Sell	1,175 -181	-13%	-$59.2K	0.03%	204
2024 Q2	$398K	Sell	1,356 -585	-30%	-$173K	0.03%	200
2024 Q1	$648K	Sell	1,941 -1,506	-44%	-$467K	0.04%	171
2023 Q4	$1M	Sell	3,447 -62	-2%	-$19.8K	0.07%	146
2023 Q3	$1.14M	Sell	3,509 -73	-2%	-$24.2K	0.09%	145
2023 Q2	$1.24M	Sell	3,582 -26	-0.7%	-$8.44K	0.09%	143
2023 Q1	$1.14M	Sell	3,608 -64	-2%	-$19.8K	0.09%	142
2022 Q4	$1.1M	Sell	3,672 -20	-0.5%	-$5.84K	0.09%	145
2022 Q3	$989K	Sell	3,692 -141	-4%	-$39.9K	0.09%	147
2022 Q2	$1.03M	Buy	+3,833	New	+$1.1M	0.08%	149

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bar Harbor Wealth Management's AON Position: Q3 2025 in Review

Bar Harbor Wealth Management sold out of Aon (AON) in Q3 2025, closing a stake of 620 shares — an estimated $221K sold.

Bar Harbor Wealth Management first reported a position in AON in Q2 2022 and held it in 13 quarters. The position peaked at $1.24M in Q2 2023. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

Bar Harbor Wealth Management reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
Bar Harbor Wealth Management sold 620 Aon shares in Q3 2025, an estimated $221K.
Bar Harbor Wealth Management first reported a position in Aon in Q2 2022 and held it in 13 quarters.
Bar Harbor Wealth Management's Aon position peaked at $1.24M in Q2 2023.
1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.