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Kingswood Wealth Advisors’s Aon AON Stock Holding History

Kingswood 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
Q2 		– Sell
-539
Closed -$215K – 747
2025
Q1 		$215K Buy
+539
New +$207K 0.02% 665
2024
Q4 		– Sell
-4,953
Closed -$1.71M – 796
2024
Q3 		$1.71M Buy
4,953
+251
+5% +$82.1K 0.12% 189
2024
Q2 		$1.38M Sell
4,702
-348
-7% -$103K 0.12% 178
2024
Q1 		$1.69M Sell
5,050
-259
-5% -$80.3K 0.19% 131
2023
Q4 		$1.55M Sell
5,309
-77
-1% -$24.6K 0.18% 133
2023
Q3 		$1.75M Buy
+5,386
New +$1.78M 0.3% 85

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

Kingswood Wealth Advisors's AON Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Aon (AON) in Q2 2025, closing a stake of 539 shares — an estimated $215K sold.

Kingswood Wealth Advisors first reported a position in AON in Q3 2023 and held it in 6 quarters. The position peaked at $1.75M in Q3 2023. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 539 Aon shares in Q2 2025, an estimated $215K.
  • Kingswood Wealth Advisors first reported a position in Aon in Q3 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Aon position peaked at $1.75M in Q3 2023.
  • 1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.