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FullCircle Wealth’s Aon AON Stock Holding History

FullCircle Wealth’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
Q3 		$250K Sell
726
-1
-0.1% -$362 0.09% 228
2025
Q2 		$262K Buy
727
+2
+0.3% +$725 0.1% 218
2025
Q1 		$249K Buy
+725
New +$278K 0.1% 190

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
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 $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

FullCircle Wealth's AON Position: Q3 2025 in Review

FullCircle Wealth reduced its Aon (AON) stake by 0.14% in Q3 2025, selling an estimated $362 and leaving 726 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #228.

FullCircle Wealth first reported a position in AON in Q1 2025 and has held it in 3 quarters since. The position peaked at $262K in Q2 2025. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

  • FullCircle Wealth held 726 shares of Aon worth $250K as of Q3 2025.
  • FullCircle Wealth sold 1 Aon share in Q3 2025, an estimated $362.
  • Aon made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #228 holding.
  • FullCircle Wealth first reported a position in Aon in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's Aon position peaked at $262K in Q2 2025.
  • 1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.