Donaldson Capital Management’s Aon AON Stock Holding History

Donaldson Capital 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 Q1	–	Sell	-603	Closed	-$217K	–	222
2024 Q4	$217K	Sell	603 -157	-21%	-$57.7K	0.01%	209
2024 Q3	$263K	Buy	+760	New	+$249K	0.01%	200
2024 Q2	–	Sell	-663	Closed	-$221K	–	210
2024 Q1	$221K	Sell	663 -38	-5%	-$11.8K	0.01%	198
2023 Q4	$204K	Sell	701 -184	-21%	-$58.9K	0.01%	212
2023 Q3	$287K	Sell	885 -56	-6%	-$18.5K	0.01%	191
2023 Q2	$325K	Buy	+941	New	+$306K	0.01%	183
2021 Q3	–	Sell	-2,485	Closed	-$593K	–	256
2021 Q2	$593K	Buy	2,485 +167	+7%	+$40.8K	0.03%	156
2021 Q1	$533K	Buy	2,318 +25	+1%	+$5.5K	0.03%	165
2020 Q4	$485K	Sell	2,293 -274	-11%	-$55.9K	0.03%	165
2020 Q3	$530K	Buy	+2,567	New	+$513K	0.04%	137
2020 Q1	–	Sell	-1,984	Closed	-$413K	–	191
2019 Q4	$413K	Buy	1,984 +469	+31%	+$92.9K	0.03%	149
2019 Q3	$293K	Buy	+1,515	New	+$292K	0.02%	168

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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