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NewSquare Capital’s Aon AON Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-170
Closed -$60.6K – 239
2025
Q2 		$60.6K Buy
170
+112
+193% +$40.6K ﹤0.01% 261
2025
Q1 		$23.1K Buy
58
+53
+1,060% +$20.3K ﹤0.01% 330
2024
Q4 		$1.8K Buy
+5
New +$1.84K ﹤0.01% 566
2022
Q4 		– Sell
-75
Closed -$20K – 832
2022
Q3 		$20K Hold
75
– – ﹤0.01% 218
2022
Q2 		$20K Hold
75
– – ﹤0.01% 224
2022
Q1 		$24K Hold
75
– – ﹤0.01% 228
2021
Q4 		$23K Hold
75
– – ﹤0.01% 229
2021
Q3 		$21K Buy
+75
New +$20.1K ﹤0.01% 231

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

NewSquare Capital's AON Position: Q3 2025 in Review

NewSquare Capital sold out of Aon (AON) in Q3 2025, closing a stake of 170 shares — an estimated $60.6K sold.

NewSquare Capital first reported a position in AON in Q3 2021 and held it in 8 quarters. The position peaked at $60.6K in Q2 2025. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

  • NewSquare Capital reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 170 Aon shares in Q3 2025, an estimated $60.6K.
  • NewSquare Capital first reported a position in Aon in Q3 2021 and held it in 8 quarters.
  • NewSquare Capital's Aon position peaked at $60.6K in Q2 2025.
  • 1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.