Global Financial Private Client’s Aon AON Stock Holding History

Global Financial Private Client’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	-230	Closed	-$91.8K	–	303
2025 Q1	$91.8K	Buy	230 +6	+3%	+$2.3K	0.04%	271
2024 Q4	$80.5K	Buy	224 +2	+0.9%	+$735	0.03%	284
2024 Q3	$76.8K	Hold	222	–	–	0.03%	288
2024 Q2	$65.2K	Hold	222	–	–	0.03%	276
2024 Q1	$73.2K	Hold	222	–	–	0.03%	266
2023 Q4	$64.6K	Hold	222	–	–	0.03%	276
2023 Q3	$71.3K	Hold	222	–	–	0.04%	249
2023 Q2	$75.2K	Hold	222	–	–	0.04%	249
2023 Q1	$70.4K	Hold	222	–	–	0.04%	249
2022 Q4	$66.6K	Hold	222	–	–	0.04%	243
2022 Q3	$61.2K	Hold	222	–	–	0.04%	247
2022 Q2	$60.8K	Hold	222	–	–	0.03%	244
2022 Q1	$73K	Hold	222	–	–	0.04%	234
2021 Q4	$66.7K	Hold	222	–	–	0.03%	244
2021 Q3	$64.6K	Hold	222	–	–	0.03%	227
2021 Q2	$53K	Hold	222	–	–	0.03%	244
2021 Q1	$51.5K	Hold	222	–	–	0.04%	202
2020 Q4	$46.9K	Hold	222	–	–	0.04%	201
2020 Q3	$45.8K	Hold	222	–	–	0.04%	199
2020 Q2	$42.4K	Hold	222	–	–	0.04%	231
2020 Q1	$34.1K	Buy	+222	New	+$45.5K	0.04%	252

Other funds holding AON

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Global Financial Private Client's AON Position: Q2 2025 in Review

Global Financial Private Client sold out of Aon (AON) in Q2 2025, closing a stake of 230 shares — an estimated $91.8K sold.

Global Financial Private Client first reported a position in AON in Q1 2020 and held it in 21 quarters. The position peaked at $91.8K in Q1 2025. 1,229 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Global Financial Private Client reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 230 Aon shares in Q2 2025, an estimated $91.8K.
Global Financial Private Client first reported a position in Aon in Q1 2020 and held it in 21 quarters.
Global Financial Private Client's Aon position peaked at $91.8K in Q1 2025.
1,229 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.