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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HIP

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

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

Kolinsky Wealth Management's AON Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Aon (AON) stake by 15% in Q4 2024, selling an estimated $39.7K and leaving 595 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #160.

Kolinsky Wealth Management first reported a position in AON in Q4 2021 and has held it in 10 quarters since. The position peaked at $254K in Q1 2022. 1,191 funds tracked by Wall St. Rank hold AON as of Q4 2024.

Kolinsky Wealth Management held 595 shares of Aon worth $214K as of Q4 2024.
Kolinsky Wealth Management sold 108 Aon shares in Q4 2024, an estimated $39.7K.
Aon made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #160 holding.
Kolinsky Wealth Management first reported a position in Aon in Q4 2021 and has held it in 10 quarters since.
Kolinsky Wealth Management's Aon position peaked at $254K in Q1 2022.
1,191 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.