NovaPoint Capital’s Aon AON Stock Holding History

NovaPoint 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 Q4	–	Sell	-685	Closed	-$244K	–	82
2025 Q3	$244K	Buy	+685	New	+$248K	0.06%	129
2025 Q2	–	Sell	-685	Closed	-$273K	–	80
2025 Q1	$273K	Hold	685	–	–	0.08%	121
2024 Q4	$246K	Hold	685	–	–	0.08%	118
2024 Q3	$237K	Hold	685	–	–	0.07%	120
2024 Q2	$201K	Hold	685	–	–	0.07%	130
2024 Q1	$229K	Buy	+685	New	+$212K	0.08%	124
2023 Q4	–	Sell	-685	Closed	-$222K	–	133
2023 Q3	$222K	Sell	685 -1	-0.1%	-$331	0.09%	124
2023 Q2	$237K	Hold	686	–	–	0.09%	119
2023 Q1	$216K	Buy	686 +1	+0.1%	+$310	0.09%	122
2022 Q4	$206K	Buy	+685	New	+$200K	0.09%	120
2022 Q2	–	Sell	-695	Closed	-$226K	–	127
2022 Q1	$226K	Hold	695	–	–	0.08%	130
2021 Q4	$209K	Buy	+695	New	+$208K	0.07%	139

Other funds holding AON

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

BlackRock New York $5.7T 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 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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