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Marshall & Sterling Wealth Advisors’s Aon AON Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-4
Closed -$1.43K – 357
2025
Q3 		$1.43K Hold
4
– – ﹤0.01% 574
2025
Q2 		$1.43K Hold
4
– – ﹤0.01% 562
2025
Q1 		$1.6K Buy
+4
New +$1.53K ﹤0.01% 555

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AON Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Aon (AON) in Q4 2025, closing a stake of 4 shares — an estimated $1.43K sold.

Marshall & Sterling Wealth Advisors first reported a position in AON in Q1 2025 and held it in 3 quarters. The position peaked at $1.6K in Q1 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Aon shares in Q4 2025, an estimated $1.43K.
  • Marshall & Sterling Wealth Advisors first reported a position in Aon in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Aon position peaked at $1.6K in Q1 2025.
  • 1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.