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IHT Wealth Management’s Aon AON Stock Holding History

IHT 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
Q2 		– Sell
-575
Closed -$226K – 1149
2025
Q1 		$226K Sell
575
-6
-1% -$2.3K 0.01% 972
2024
Q4 		$209K Sell
581
-173
-23% -$63.6K 0.01% 1005
2024
Q3 		$265K Buy
+754
New +$247K 0.01% 960
2024
Q1 		– Sell
-1,057
Closed -$308K – 1014
2023
Q4 		$308K Sell
1,057
-58
-5% -$18.6K 0.01% 758
2023
Q3 		$361K Buy
1,115
+246
+28% +$81.4K 0.02% 658
2023
Q2 		$300K Sell
869
-153
-15% -$49.7K 0.02% 728
2023
Q1 		$322K Sell
1,022
-52
-5% -$16.1K 0.02% 672
2022
Q4 		$322K Sell
1,074
-116
-10% -$33.9K 0.02% 629
2022
Q3 		$319K Buy
+1,190
New +$336K 0.02% 596
2021
Q2 		– Sell
-1,582
Closed -$364K – 945
2021
Q1 		$364K Sell
1,582
-16
-1% -$3.52K 0.03% 562
2020
Q4 		$338K Buy
1,598
+10
+0.6% +$2.04K 0.03% 520
2020
Q3 		$328K Buy
1,588
+6
+0.4% +$1.2K 0.03% 455
2020
Q2 		$305K Buy
1,582
+25
+2% +$4.66K 0.04% 407
2020
Q1 		$257K Buy
1,557
+81
+5% +$16.6K 0.04% 436
2019
Q4 		$307K Sell
1,476
-34
-2% -$6.73K 0.04% 441
2019
Q3 		$292K Buy
1,510
+187
+14% +$36.1K 0.04% 435
2019
Q2 		$255K Hold
1,323
– – 0.04% 432
2019
Q1 		$226K Sell
1,323
-137
-9% -$22.2K 0.04% 432
2018
Q4 		$212K Buy
+1,460
New +$227K 0.04% 410
2018
Q2 		– Sell
-22
Closed -$3K – 461
2018
Q1 		$3K Hold
22
– – ﹤0.01% 1415
2017
Q4 		$3K Hold
22
– – ﹤0.01% 1412
2017
Q3 		$3K Hold
22
– – ﹤0.01% 1144
2017
Q2 		$5K Hold
22
– – ﹤0.01% 1090
2017
Q1 		$3K Hold
22
– – ﹤0.01% 1016
2016
Q4 		$2K Buy
+22
New +$2.45K ﹤0.01% 1018

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

IHT Wealth Management's AON Position: Q2 2025 in Review

IHT Wealth Management sold out of Aon (AON) in Q2 2025, closing a stake of 575 shares — an estimated $226K sold.

IHT Wealth Management first reported a position in AON in Q4 2016 and held it in 25 quarters. The position peaked at $364K in Q1 2021. 1,229 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • IHT Wealth Management reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 575 Aon shares in Q2 2025, an estimated $226K.
  • IHT Wealth Management first reported a position in Aon in Q4 2016 and held it in 25 quarters.
  • IHT Wealth Management's Aon position peaked at $364K in Q1 2021.
  • 1,229 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.