Forte Capital’s Aon AON Stock Holding History

Forte Capital’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	$467K	Buy	1,308 +280	+27%	+$101K	0.05%	178
2025 Q1	$410K	Sell	1,028 -61	-6%	-$23.4K	0.05%	185
2024 Q4	$391K	Hold	1,089	–	–	0.04%	184
2024 Q3	$377K	Sell	1,089 -45	-4%	-$14.7K	0.04%	190
2024 Q2	$333K	Sell	1,134 -15	-1%	-$4.43K	0.04%	187
2024 Q1	$383K	Sell	1,149 -3	-0.3%	-$930	0.05%	177
2023 Q4	$335K	Buy	1,152 +300	+35%	+$96K	0.05%	183
2023 Q3	$276K	Hold	852	–	–	0.04%	180
2023 Q2	$294K	Buy	852 +4	+0.5%	+$1.3K	0.04%	177
2023 Q1	$267K	Hold	848	–	–	0.04%	187
2022 Q4	$255K	Hold	848	–	–	0.04%	180
2022 Q3	$227K	Sell	848 -25	-3%	-$7.07K	0.04%	173
2022 Q2	$235K	Sell	873 -350	-29%	-$101K	0.04%	181
2022 Q1	$368K	Hold	1,223	–	–	0.05%	167
2021 Q4	$368K	Buy	+1,223	New	+$367K	0.05%	167

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

Forte Capital's AON Position: Q2 2025 in Review

Forte Capital increased its Aon (AON) stake by 27% in Q2 2025, buying an estimated $101K and bringing the position to 1,308 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #178.

Forte Capital first reported a position in AON in Q4 2021 and has held it in 15 quarters since. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Forte Capital held 1,308 shares of Aon worth $467K as of Q2 2025.
Forte Capital bought 280 Aon shares in Q2 2025, an estimated $101K.
Aon made up 0.05% of Forte Capital's portfolio in Q2 2025, its #178 holding.
Forte Capital first reported a position in Aon in Q4 2021 and has held it in 15 quarters since.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.