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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Donaldson Capital Management's AON Position: Q1 2025 in Review

Donaldson Capital Management sold out of Aon (AON) in Q1 2025, closing a stake of 603 shares — an estimated $217K sold.

Donaldson Capital Management first reported a position in AON in Q3 2019 and held it in 12 quarters. The position peaked at $593K in Q2 2021. 1,274 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Donaldson Capital Management reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 603 Aon shares in Q1 2025, an estimated $217K.
  • Donaldson Capital Management first reported a position in Aon in Q3 2019 and held it in 12 quarters.
  • Donaldson Capital Management's Aon position peaked at $593K in Q2 2021.
  • 1,274 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Donaldson Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.