Optimum Investment Advisors’s Aon AON Stock Holding History

Optimum Investment 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 Q3	$357K	Hold	1,000	–	–	0.14%	131
2025 Q2	$357K	Hold	1,000	–	–	0.15%	124
2025 Q1	$399K	Hold	1,000	–	–	0.19%	110
2024 Q4	$359K	Hold	1,000	–	–	0.16%	123
2024 Q3	$346K	Hold	1,000	–	–	0.15%	135
2024 Q2	$294K	Hold	1,000	–	–	0.13%	150
2024 Q1	$334K	Hold	1,000	–	–	0.15%	140
2023 Q4	$291K	Hold	1,000	–	–	0.15%	149
2023 Q3	$324K	Hold	1,000	–	–	0.17%	135
2023 Q2	$345K	Hold	1,000	–	–	0.17%	133
2023 Q1	$315K	Hold	1,000	–	–	0.17%	139
2022 Q4	$300K	Hold	1,000	–	–	0.16%	143
2022 Q3	$268K	Hold	1,000	–	–	0.14%	155
2022 Q2	$270K	Hold	1,000	–	–	0.14%	156
2022 Q1	$326K	Hold	1,000	–	–	0.14%	149
2021 Q4	$301K	Hold	1,000	–	–	0.12%	170
2021 Q3	$286K	Hold	1,000	–	–	0.12%	167
2021 Q2	$239K	Hold	1,000	–	–	0.07%	235
2021 Q1	$230K	Hold	1,000	–	–	0.07%	238
2020 Q4	$211K	Hold	1,000	–	–	0.06%	238
2020 Q3	$206K	Hold	1,000	–	–	0.07%	232
2020 Q2	$193K	Sell	1,000 -150	-13%	-$28K	0.07%	242
2020 Q1	$190K	Sell	1,150 -150	-12%	-$30.7K	0.08%	220
2019 Q4	$271K	Buy	1,300 +92	+8%	+$18.2K	0.08%	229
2019 Q3	$234K	Sell	1,208 -292	-19%	-$56.3K	0.07%	242
2019 Q2	$289K	Hold	1,500	–	–	0.09%	213
2019 Q1	$256K	Sell	1,500 -600	-29%	-$97.3K	0.08%	231
2018 Q4	$305K	Hold	2,100	–	–	0.1%	194
2018 Q3	$323K	Hold	2,100	–	–	0.09%	220
2018 Q2	$288K	Hold	2,100	–	–	0.08%	238
2018 Q1	$295K	Hold	2,100	–	–	0.09%	228
2017 Q4	$281K	Hold	2,100	–	–	0.09%	247
2017 Q3	$307K	Hold	2,100	–	–	0.1%	221
2017 Q2	$279K	Hold	2,100	–	–	0.1%	230
2017 Q1	$249K	Hold	2,100	–	–	0.09%	243
2016 Q4	$234K	Sell	2,100 -200	-9%	-$22.3K	0.09%	244
2016 Q3	$259K	Hold	2,300	–	–	0.1%	236
2016 Q2	$251K	Hold	2,300	–	–	0.1%	228
2016 Q1	$240K	Sell	2,300 -450	-16%	-$42.2K	0.09%	222
2015 Q4	$254K	Hold	2,750	–	–	0.1%	226
2015 Q3	$244K	Buy	+2,750	New	+$266K	0.1%	223
2015 Q1	$264K	Hold	2,750	–	–	0.08%	240
2014 Q4	$261K	Buy	2,750 +1,050	+62%	+$93.9K	0.08%	224
2014 Q3	$149K	Buy	1,700 +200	+13%	+$17.5K	0.05%	300
2014 Q2	$135K	Buy	1,500 +550	+58%	+$47.6K	0.04%	309
2014 Q1	$80K	Hold	950	–	–	0.03%	329
2013 Q4	$80K	Hold	950	–	–	0.03%	326
2013 Q3	$71K	Buy	+950	New	+$65.2K	0.03%	318

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Optimum Investment Advisors's AON Position: Q3 2025 in Review

Optimum Investment Advisors held its Aon (AON) position steady in Q3 2025 at 1,000 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #131.

Optimum Investment Advisors first reported a position in AON in Q3 2013 and has held it in 48 quarters since. The position peaked at $399K in Q1 2025. 1,249 funds tracked by Wall St. Rank hold AON as of Q3 2025.

Optimum Investment Advisors held 1,000 shares of Aon worth $357K as of Q3 2025.
Optimum Investment Advisors left its Aon share count unchanged in Q3 2025.
Aon made up 0.14% of Optimum Investment Advisors's portfolio in Q3 2025, its #131 holding.
Optimum Investment Advisors first reported a position in Aon in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's Aon position peaked at $399K in Q1 2025.
1,249 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.