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Obsidian Personal Planning Solutions’s Aon AON Stock Holding History

Obsidian Personal Planning Solutions’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
Q1 		– Sell
-555
Closed -$206K – 106
2024
Q4 		$206K Hold
555
– – 0.1% 102
2024
Q3 		$204K Buy
+555
New +$182K 0.11% 97
2024
Q1 		– Sell
-1,145
Closed -$333K – 102
2023
Q4 		$333K Hold
1,145
– – 0.25% 50
2023
Q3 		$371K Buy
1,145
+87
+8% +$28.8K 0.32% 42
2023
Q2 		$365K Buy
+1,058
New +$344K 0.45% 40

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Obsidian Personal Planning Solutions's AON Position: Q1 2025 in Review

Obsidian Personal Planning Solutions sold out of Aon (AON) in Q1 2025, closing a stake of 555 shares — an estimated $206K sold.

Obsidian Personal Planning Solutions first reported a position in AON in Q2 2023 and held it in 5 quarters. The position peaked at $371K in Q3 2023. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Obsidian Personal Planning Solutions reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 555 Aon shares in Q1 2025, an estimated $206K.
  • Obsidian Personal Planning Solutions first reported a position in Aon in Q2 2023 and held it in 5 quarters.
  • Obsidian Personal Planning Solutions's Aon position peaked at $371K in Q3 2023.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q1 2025, filed 16 May 2025.