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Financial Advocates Investment Management’s Aon AON Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-590
Closed -$235K – 635
2025
Q1 		$235K Buy
590
+14
+2% +$5.37K 0.02% 630
2024
Q4 		$207K Sell
576
-448
-44% -$165K 0.01% 693
2024
Q3 		$354K Sell
1,024
-10
-1% -$3.27K 0.02% 555
2024
Q2 		$304K Sell
1,034
-836
-45% -$247K 0.02% 574
2024
Q1 		$624K Sell
1,870
-53
-3% -$16.4K 0.04% 411
2023
Q4 		$560K Buy
1,923
+622
+48% +$199K 0.04% 406
2023
Q3 		$422K Buy
1,301
+46
+4% +$15.2K 0.03% 452
2023
Q2 		$433K Sell
1,255
-18
-1% -$5.85K 0.03% 437
2023
Q1 		$401K Sell
1,273
-50
-4% -$15.5K 0.03% 475
2022
Q4 		$397K Sell
1,323
-2
-0.2% -$584 0.03% 494
2022
Q3 		$355K Sell
1,325
-90
-6% -$25.4K 0.03% 505
2022
Q2 		$382K Buy
+1,415
New +$407K 0.03% 455
2022
Q1 		– Sell
-1,508
Closed -$790K – 735
2021
Q4 		$790K Buy
+1,508
New +$452K 0.05% 383

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Financial Advocates Investment Management's AON Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Aon (AON) in Q2 2025, closing a stake of 590 shares — an estimated $235K sold.

Financial Advocates Investment Management first reported a position in AON in Q4 2021 and held it in 13 quarters. The position peaked at $790K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 590 Aon shares in Q2 2025, an estimated $235K.
  • Financial Advocates Investment Management first reported a position in Aon in Q4 2021 and held it in 13 quarters.
  • Financial Advocates Investment Management's Aon position peaked at $790K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.