Carolinas Wealth Consulting’s Aon AON Stock Holding History

Carolinas Wealth Consulting’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	-120	Closed	-$47.9K	–	49
2025 Q1	$47.9K	Hold	120	–	–	0.01%	359
2024 Q4	$43.1K	Buy	120 +14	+13%	+$5.15K	0.01%	386
2024 Q3	$36.7K	Buy	106 +6	+6%	+$1.96K	0.01%	405
2024 Q2	$29.4K	Buy	100 +1	+1%	+$296	0.01%	436
2024 Q1	$33K	Buy	99 +16	+19%	+$4.96K	0.01%	431
2023 Q4	$24.2K	Hold	83	–	–	0.01%	422
2023 Q3	$25.6K	Hold	83	–	–	0.01%	395
2023 Q2	$28.7K	Buy	83 +4	+5%	+$1.3K	0.01%	424
2023 Q1	$24.9K	Hold	79	–	–	0.01%	457
2022 Q4	$23.7K	Hold	79	–	–	0.01%	465
2022 Q3	$21K	Buy	79 +1	+1%	+$283	0.01%	434
2022 Q2	$21K	Hold	78	–	–	0.01%	437
2022 Q1	$25K	Hold	78	–	–	0.01%	438
2021 Q4	$23K	Buy	78 +29	+59%	+$8.69K	0.01%	463
2021 Q3	$14K	Hold	49	–	–	﹤0.01%	532
2021 Q2	$12K	Hold	49	–	–	﹤0.01%	582
2021 Q1	$11K	Sell	49 -1	-2%	-$220	﹤0.01%	604
2020 Q4	$11K	Sell	50 -5	-9%	-$1.02K	﹤0.01%	562
2020 Q3	$11K	Hold	55	–	–	﹤0.01%	466
2020 Q2	$11K	Buy	+55	New	+$10.2K	﹤0.01%	329

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

Carolinas Wealth Consulting's AON Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Aon (AON) in Q2 2025, closing a stake of 120 shares — an estimated $47.9K sold.

Carolinas Wealth Consulting first reported a position in AON in Q2 2020 and held it in 20 quarters. The position peaked at $47.9K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 120 Aon shares in Q2 2025, an estimated $47.9K.
Carolinas Wealth Consulting first reported a position in Aon in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Aon position peaked at $47.9K in Q1 2025.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.