Northeast Financial Consultants’s Aon AON Stock Holding History

Northeast Financial Consultants’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 Q2	$218K	Hold	610	–	–	0.01%	280
2025 Q1	$243K	Hold	610	–	–	0.01%	257
2024 Q4	$219K	Hold	610	–	–	0.01%	271
2024 Q3	$211K	Buy	+610	New	+$200K	0.01%	278
2024 Q2	–	Sell	-600	Closed	-$200K	–	275
2024 Q1	$200K	Buy	+600	New	+$186K	0.01%	275
2023 Q3	–	Sell	-600	Closed	-$207K	–	286
2023 Q2	$207K	Buy	+600	New	+$195K	0.01%	269

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIP

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northeast Financial Consultants's AON Position: Q2 2025 in Review

Northeast Financial Consultants held its Aon (AON) position steady in Q2 2025 at 610 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #280.

Northeast Financial Consultants first reported a position in AON in Q2 2023 and has held it in 6 quarters since. The position peaked at $243K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Northeast Financial Consultants held 610 shares of Aon worth $218K as of Q2 2025.
Northeast Financial Consultants left its Aon share count unchanged in Q2 2025.
Aon made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #280 holding.
Northeast Financial Consultants first reported a position in Aon in Q2 2023 and has held it in 6 quarters since.
Northeast Financial Consultants's Aon position peaked at $243K in Q1 2025.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.