KWM
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Kolinsky Wealth Management’s Aon AON Stock Holding History

Kolinsky 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
2024
Q4 		$214K Sell
595
-108
-15% -$39.7K 0.13% 160
2024
Q3 		$243K Buy
703
+7
+1% +$2.29K 0.16% 140
2024
Q2 		$204K Buy
696
+88
+14% +$26K 0.15% 147
2024
Q1 		$203K Buy
+608
New +$188K 0.16% 140
2023
Q4 		– Sell
-658
Closed -$213K – 135
2023
Q3 		$213K Sell
658
-7
-1% -$2.32K 0.21% 121
2023
Q2 		$228K Buy
665
+1
+0.2% +$325 0.22% 112
2023
Q1 		$209K Sell
664
-40
-6% -$12.4K 0.22% 118
2022
Q4 		$211K Buy
+704
New +$206K 0.24% 117
2022
Q2 		– Sell
-781
Closed -$254K – 127
2022
Q1 		$254K Buy
781
+50
+7% +$14.5K 0.25% 105
2021
Q4 		$220K Buy
+731
New +$219K 0.2% 129

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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