Heritage Wealth Management (Arizona)’s Aon AON Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$728K	Sell	2,481 -272	-10%	-$80.4K	0.4%	56
2024 Q1	$919K	Buy	2,753 +17	+0.6%	+$5.27K	0.47%	49
2023 Q4	$796K	Buy	+2,736	New	+$876K	0.43%	51
2022 Q4	$2.22M	Buy	7,381 +4,300	+140%	+$1.26M	0.32%	55
2022 Q3	$825K	Buy	3,081 +139	+5%	+$39.3K	0.27%	64
2022 Q2	$793K	Buy	2,942 +359	+14%	+$103K	0.26%	69
2022 Q1	$841K	Buy	+2,583	New	+$751K	0.23%	77
2021 Q2	–	Sell	-64	Closed	-$15K	–	895
2021 Q1	$15K	Buy	+64	New	+$14.1K	0.01%	521

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

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

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s AON Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Aon (AON) stake by 9.9% in Q2 2024, selling an estimated $80.4K and leaving 2,481 shares worth $728K. The position accounts for 0.4% of the portfolio, ranked #56.

Heritage Wealth Management (Arizona) first reported a position in AON in Q1 2021 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2022. 1,106 funds tracked by Wall St. Rank hold AON as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,481 shares of Aon worth $728K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 272 Aon shares in Q2 2024, an estimated $80.4K.
Aon made up 0.4% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #56 holding.
Heritage Wealth Management (Arizona) first reported a position in Aon in Q1 2021 and has held it in 8 quarters since.
Heritage Wealth Management (Arizona)'s Aon position peaked at $2.22M in Q4 2022.
1,106 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.