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Net Worth Advisory Group’s Aon AON Stock Holding History

Net Worth Advisory Group’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
-735
Closed -$262K – 443
2025
Q3 		$262K Sell
735
-20
-3% -$7.24K 0.08% 337
2025
Q2 		$269K Buy
755
+28
+4% +$10.1K 0.06% 337
2025
Q1 		$290K Sell
727
-32
-4% -$12.3K 0.09% 262
2024
Q4 		$273K Sell
759
-21
-3% -$7.72K 0.08% 277
2024
Q3 		$270K Buy
+780
New +$255K 0.08% 301

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

Net Worth Advisory Group's AON Position: Q4 2025 in Review

Net Worth Advisory Group sold out of Aon (AON) in Q4 2025, closing a stake of 735 shares — an estimated $262K sold.

Net Worth Advisory Group first reported a position in AON in Q3 2024 and held it in 5 quarters. The position peaked at $290K in Q1 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Net Worth Advisory Group reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 735 Aon shares in Q4 2025, an estimated $262K.
  • Net Worth Advisory Group first reported a position in Aon in Q3 2024 and held it in 5 quarters.
  • Net Worth Advisory Group's Aon position peaked at $290K in Q1 2025.
  • 1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.