D'Orazio & Associates’s Aon AON Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-571	Closed	-$204K	–	288
2025 Q3	$204K	Buy	571 +5	+0.9%	+$1.81K	0.03%	260
2025 Q2	$202K	Sell	566 -12	-2%	-$4.35K	0.03%	257
2025 Q1	$231K	Buy	578 +5	+0.9%	+$1.92K	0.04%	208
2024 Q4	$206K	Buy	+573	New	+$211K	0.03%	220
2024 Q2	–	Sell	-679	Closed	-$227K	–	219
2024 Q1	$227K	Buy	+679	New	+$211K	0.04%	161
2023 Q4	–	Sell	-714	Closed	-$231K	–	189
2023 Q3	$231K	Buy	+714	New	+$236K	0.05%	118
2023 Q2	–	Sell	-675	Closed	-$213K	–	146
2023 Q1	$213K	Sell	675 -31	-4%	-$9.6K	0.06%	120
2022 Q4	$212K	Buy	+706	New	+$206K	0.05%	131
2021 Q4	–	Sell	-72	Closed	-$21K	–	128
2021 Q3	$21K	Buy	+72	New	+$19.3K	0.01%	376

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Geode Capital Management

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return