Capital A Wealth Management’s Aon AON Stock Holding History

Capital A 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	-2	Closed	-$798	–	438
2025 Q1	$798	Hold	2	–	–	﹤0.01%	561
2024 Q4	$718	Buy	+2	New	+$735	﹤0.01%	602

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

Capital A Wealth Management's AON Position: Q2 2025 in Review

Capital A Wealth Management sold out of Aon (AON) in Q2 2025, closing a stake of 2 shares — an estimated $798 sold.

Capital A Wealth Management first reported a position in AON in Q4 2024 and held it in 2 quarters. The position peaked at $798 in Q1 2025. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Capital A Wealth Management reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 2 Aon shares in Q2 2025, an estimated $798.
Capital A Wealth Management first reported a position in Aon in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Aon position peaked at $798 in Q1 2025.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.