Financial Gravity Asset Management’s Aon AON Stock Holding History

Financial Gravity Asset 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
2026 Q1	$162K	Hold	501	–	–	0.03%	182
2025 Q4	$177K	Hold	501	–	–	0.03%	136
2025 Q3	$179K	Buy	+501	New	+$181K	0.04%	160
2025 Q1	$27.5K	Buy	+69	New	+$26.5K	0.01%	430
2024 Q2	–	Sell	-61	Closed	-$20.4K	–	1480
2024 Q1	$20.4K	Buy	61 +23	+61%	+$7.13K	﹤0.01%	536
2023 Q4	$11.7K	Buy	38 +17	+81%	+$5.44K	﹤0.01%	759
2023 Q3	$6.44K	Sell	21 -324	-94%	-$107K	﹤0.01%	621
2023 Q2	$22.7K	Buy	345 +30	+10%	+$9.74K	0.06%	134
2023 Q1	$7.71K	Buy	315 +15	+5%	+$4.64K	0.24%	77
2022 Q4	$10.2K	Sell	300 -4,256	-93%	-$1.24M	0.05%	245
2022 Q3	$7.35K	Sell	4,556 -5,164	-53%	-$1.46M	0.25%	67
2022 Q2	$7.83K	Sell	9,720 -2,342	-19%	-$673K	0.24%	77
2022 Q1	$8.94K	Buy	12,062 +5,741	+91%	+$1.67M	0.25%	91
2021 Q4	$2.23K	Buy	6,321 +6,313	+78,913%	+$1.89M	0.05%	323
2021 Q3	$286K	Hold	8	–	–	0.13%	126
2021 Q2	$239K	Hold	8	–	–	0.09%	156
2021 Q1	$1.9K	Buy	8 +6	+300%	+$1.32K	0.04%	244
2020 Q4	$0	Buy	+2	New	+$408	﹤0.01%	489

Other funds holding AON

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM