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Heartwood Wealth Advisors’s Aon AON Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-81
Closed -$28.9K – 230
2025
Q3 		$28.9K Buy
+81
New +$29.3K ﹤0.01% 338

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Heartwood Wealth Advisors's AON Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Aon (AON) in Q4 2025, closing a stake of 81 shares — an estimated $28.9K sold.

Heartwood Wealth Advisors first reported a position in AON in Q3 2025 and held it in 1 quarter. The position peaked at $28.9K in Q3 2025. 1,279 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 81 Aon shares in Q4 2025, an estimated $28.9K.
  • Heartwood Wealth Advisors first reported a position in Aon in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Aon position peaked at $28.9K in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.