Gitterman Wealth Management’s Aon AON Stock Holding History

Gitterman 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 Q3	$222K	Hold	622	–	–	0.05%	118
2025 Q2	$222K	Sell	622 -420	-40%	-$152K	0.05%	128
2025 Q1	$416K	Sell	1,042 -993	-49%	-$381K	0.11%	49
2024 Q4	$731K	Buy	2,035 +1,413	+227%	+$520K	0.31%	20
2024 Q3	$215K	Buy	+622	New	+$203K	0.09%	110
2024 Q2	–	Sell	-2,008	Closed	-$670K	–	111
2024 Q1	$670K	Buy	2,008 +426	+27%	+$132K	0.26%	21
2023 Q4	$461K	Buy	1,582 +658	+71%	+$211K	0.21%	26
2023 Q3	$300K	Sell	924 -785	-46%	-$260K	0.14%	37
2023 Q2	$590K	Buy	1,709 +798	+88%	+$259K	0.28%	19
2023 Q1	$287K	Buy	+911	New	+$282K	0.14%	36

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Gitterman Wealth Management's AON Position: Q3 2025 in Review

Gitterman Wealth Management held its Aon (AON) position steady in Q3 2025 at 622 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #118.

Gitterman Wealth Management first reported a position in AON in Q1 2023 and has held it in 10 quarters since. The position peaked at $731K in Q4 2024. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

Gitterman Wealth Management held 622 shares of Aon worth $222K as of Q3 2025.
Gitterman Wealth Management left its Aon share count unchanged in Q3 2025.
Aon made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #118 holding.
Gitterman Wealth Management first reported a position in Aon in Q1 2023 and has held it in 10 quarters since.
Gitterman Wealth Management's Aon position peaked at $731K in Q4 2024.
1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.