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Centricity Wealth Management’s Aon AON Stock Holding History

Centricity 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 		$38.5K Hold
108
– – 0.03% 195
2025
Q1 		$43.1K Hold
108
– – 0.04% 185
2024
Q4 		$38.8K Buy
+108
New +$39.7K 0.04% 191

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Centricity Wealth Management's AON Position: Q2 2025 in Review

Centricity Wealth Management held its Aon (AON) position steady in Q2 2025 at 108 shares worth $38.5K. The position accounts for 0.03% of the portfolio, ranked #195.

Centricity Wealth Management first reported a position in AON in Q4 2024 and has held it in 3 quarters since. The position peaked at $43.1K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Centricity Wealth Management held 108 shares of Aon worth $38.5K as of Q2 2025.
  • Centricity Wealth Management left its Aon share count unchanged in Q2 2025.
  • Aon made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #195 holding.
  • Centricity Wealth Management first reported a position in Aon in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Aon position peaked at $43.1K in Q1 2025.
  • 1,228 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.