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Operose Advisors’s Aon AON Stock Holding History

Operose Advisors’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
-8
Closed -$2.87K – 392
2024
Q4 		$2.87K Sell
8
-22
-73% -$8.09K ﹤0.01% 384
2024
Q3 		$10.4K Hold
30
– – ﹤0.01% 491
2024
Q2 		$8.81K Hold
30
– – ﹤0.01% 462
2024
Q1 		$10K Hold
30
– – ﹤0.01% 491
2023
Q4 		$8.73K Sell
30
-272
-90% -$87.1K ﹤0.01% 484
2023
Q3 		$97.9K Buy
+302
New +$99.9K 0.04% 214

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

Operose Advisors's AON Position: Q1 2025 in Review

Operose Advisors sold out of Aon (AON) in Q1 2025, closing a stake of 8 shares — an estimated $2.87K sold.

Operose Advisors first reported a position in AON in Q3 2023 and held it in 6 quarters. The position peaked at $97.9K in Q3 2023. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Operose Advisors reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Operose Advisors sold 8 Aon shares in Q1 2025, an estimated $2.87K.
  • Operose Advisors first reported a position in Aon in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's Aon position peaked at $97.9K in Q3 2023.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.