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Cooper Financial Group’s Aon AON Stock Holding History

Cooper Financial Group’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
-945
Closed -$377K – 376
2025
Q1 		$377K Buy
945
+47
+5% +$18K 0.05% 278
2024
Q4 		$323K Sell
898
-1,534
-63% -$564K 0.04% 298
2024
Q3 		$842K Sell
2,432
-886
-27% -$290K 0.11% 164
2024
Q2 		$974K Buy
+3,318
New +$981K 0.14% 127

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

Cooper Financial Group's AON Position: Q2 2025 in Review

Cooper Financial Group sold out of Aon (AON) in Q2 2025, closing a stake of 945 shares — an estimated $377K sold.

Cooper Financial Group first reported a position in AON in Q2 2024 and held it in 4 quarters. The position peaked at $974K in Q2 2024. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Cooper Financial Group reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Cooper Financial Group sold 945 Aon shares in Q2 2025, an estimated $377K.
  • Cooper Financial Group first reported a position in Aon in Q2 2024 and held it in 4 quarters.
  • Cooper Financial Group's Aon position peaked at $974K in Q2 2024.
  • 1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Cooper Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.