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Keudell/Morrison Wealth Management’s Aon AON Stock Holding History

Keudell/Morrison 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
-658
Closed -$263K – 229
2025
Q1 		$263K Buy
+658
New +$252K 0.06% 173

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Keudell/Morrison Wealth Management's AON Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of Aon (AON) in Q2 2025, closing a stake of 658 shares — an estimated $263K sold.

Keudell/Morrison Wealth Management first reported a position in AON in Q1 2025 and held it in 1 quarter. The position peaked at $263K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Keudell/Morrison Wealth Management reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 658 Aon shares in Q2 2025, an estimated $263K.
  • Keudell/Morrison Wealth Management first reported a position in Aon in Q1 2025 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Aon position peaked at $263K in Q1 2025.
  • 1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.