Grassi Investment Management’s Aon AON Stock Holding History

Grassi Investment 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 Q2	$357K	Sell	1,000 -400	-29%	-$145K	0.03%	105
2025 Q1	$559K	Hold	1,400	–	–	0.05%	89
2024 Q4	$503K	Hold	1,400	–	–	0.04%	94
2024 Q3	$484K	Hold	1,400	–	–	0.04%	95
2024 Q2	$411K	Sell	1,400 -1,200	-46%	-$355K	0.04%	105
2024 Q1	$868K	Sell	2,600 -400	-13%	-$124K	0.08%	77
2023 Q4	$873K	Hold	3,000	–	–	0.09%	77
2023 Q3	$973K	Sell	3,000 -100	-3%	-$33.1K	0.11%	76
2023 Q2	$1.07M	Buy	+3,100	New	+$1.01M	0.12%	74

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

Grassi Investment Management's AON Position: Q2 2025 in Review

Grassi Investment Management reduced its Aon (AON) stake by 29% in Q2 2025, selling an estimated $145K and leaving 1,000 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #105.

Grassi Investment Management first reported a position in AON in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2023. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Grassi Investment Management held 1,000 shares of Aon worth $357K as of Q2 2025.
Grassi Investment Management sold 400 Aon shares in Q2 2025, an estimated $145K.
Aon made up 0.03% of Grassi Investment Management's portfolio in Q2 2025, its #105 holding.
Grassi Investment Management first reported a position in Aon in Q2 2023 and has held it in 9 quarters since.
Grassi Investment Management's Aon position peaked at $1.07M in Q2 2023.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.