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Congress Wealth Management’s Aon AON Stock Holding History

Congress 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 		$3.29M Buy
9,214
+3,506
+61% +$1.27M 0.03% 466
2025
Q1 		$2.28M Buy
5,708
+1,440
+34% +$552K 0.03% 465
2024
Q4 		$1.53M Sell
4,268
-3,257
-43% -$1.2M 0.02% 453
2024
Q3 		$2.6M Buy
7,525
+6,789
+922% +$2.22M 0.03% 384
2024
Q2 		$216K Sell
736
-79
-10% -$23.4K ﹤0.01% 690
2024
Q1 		$272K Buy
+815
New +$253K ﹤0.01% 521
2023
Q4 		– Sell
-670
Closed -$217K – 609
2023
Q3 		$217K Sell
670
-177
-21% -$58.6K ﹤0.01% 571
2023
Q2 		$293K Buy
847
+14
+2% +$4.55K 0.01% 486
2023
Q1 		$263K Sell
833
-20
-2% -$6.19K 0.01% 501
2022
Q4 		$256K Hold
853
– – 0.01% 507
2022
Q3 		$228K Hold
853
– – 0.01% 509
2022
Q2 		$230K Sell
853
-1
-0.1% -$287 0.01% 514
2022
Q1 		$278K Sell
854
-7
-0.8% -$2.04K 0.01% 525
2021
Q4 		$258K Buy
+861
New +$258K 0.01% 561

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return