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Empirical Wealth Management’s Aon AON Stock Holding History

Empirical 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
Q4 		– Sell
-771
Closed -$275K – 903
2025
Q3 		$275K Buy
771
+81
+12% +$29.3K 0.01% 641
2025
Q2 		$246K Sell
690
-318
-32% -$115K 0.01% 578
2025
Q1 		$402K Buy
1,008
+335
+50% +$128K 0.01% 445
2024
Q4 		$242K Buy
673
+33
+5% +$12.1K 0.01% 546
2024
Q3 		$221K Buy
+640
New +$209K 0.01% 526
2024
Q2 		– Sell
-642
Closed -$214K – 564
2024
Q1 		$214K Buy
+642
New +$199K 0.01% 498
2023
Q3 		– Sell
-775
Closed -$268K – 467
2023
Q2 		$268K Sell
775
-617
-44% -$200K 0.01% 388
2023
Q1 		$439K Hold
1,392
– – 0.02% 340
2022
Q4 		$418K Sell
1,392
-15
-1% -$4.38K 0.02% 334
2022
Q3 		$377K Buy
1,407
+13
+0.9% +$3.67K 0.02% 340
2022
Q2 		$376K Sell
1,394
-6
-0.4% -$1.73K 0.02% 341
2022
Q1 		$456K Sell
1,400
-4
-0.3% -$1.16K 0.02% 345
2021
Q4 		$422K Buy
+1,404
New +$421K 0.02% 371

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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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 $609B AUM 40.19% 1-Year Est. Return

Empirical Wealth Management's AON Position: Q4 2025 in Review

Empirical Wealth Management sold out of Aon (AON) in Q4 2025, closing a stake of 771 shares — an estimated $275K sold.

Empirical Wealth Management first reported a position in AON in Q4 2021 and held it in 13 quarters. The position peaked at $456K in Q1 2022. 1,279 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Empirical Wealth Management reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 771 Aon shares in Q4 2025, an estimated $275K.
  • Empirical Wealth Management first reported a position in Aon in Q4 2021 and held it in 13 quarters.
  • Empirical Wealth Management's Aon position peaked at $456K in Q1 2022.
  • 1,279 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.