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Orion Portfolio Solutions’s Aon AON Stock Holding History

Orion Portfolio 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 		$25.7M Buy
64,295
+253
+0.4% +$97K 0.25% 73
2024
Q4 		$23M Sell
64,042
-5,381
-8% -$1.98M 0.23% 78
2024
Q3 		$24M Sell
69,423
-6,250
-8% -$2.04M 0.24% 76
2024
Q2 		$22.2M Sell
75,673
-6,017
-7% -$1.78M 0.23% 84
2024
Q1 		$27.3M Buy
81,690
+3,102
+4% +$962K 0.29% 59
2023
Q4 		$23.2M Sell
78,588
-8,201
-9% -$2.63M 0.27% 72
2023
Q3 		$28.1M Sell
86,789
-2,393
-3% -$792K 0.34% 50
2023
Q2 		$30.8M Buy
89,182
+2,523
+3% +$819K 0.33% 54
2023
Q1 		$27.3M Buy
86,659
+84,927
+4,903% +$26.3M 0.34% 50
2022
Q4 		$520K Sell
1,732
-14
-0.8% -$4.09K 0.02% 485
2022
Q3 		$468K Buy
1,746
+383
+28% +$108K 0.02% 438
2022
Q2 		$368K Sell
1,363
-113
-8% -$32.5K 0.01% 485
2022
Q1 		$481K Sell
1,476
-17
-1% -$4.95K 0.02% 437
2021
Q4 		$449K Buy
1,493
+219
+17% +$65.7K 0.02% 454
2021
Q3 		$364K Buy
1,274
+119
+10% +$32K 0.01% 476
2021
Q2 		$276K Buy
1,155
+197
+21% +$48.1K 0.01% 510
2021
Q1 		$220K Buy
+958
New +$211K 0.01% 505
2020
Q3 		– Sell
-667
Closed -$128K – 521
2020
Q2 		$128K Buy
+667
New +$124K 0.01% 496
2020
Q1 		– Sell
-160
Closed -$33K – 1889
2019
Q4 		$33K Buy
+160
New +$31.7K ﹤0.01% 640

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

Orion Portfolio Solutions's AON Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Aon (AON) stake by 0.4% in Q1 2025, buying an estimated $97K and bringing the position to 64,295 shares worth $25.7M. The position accounts for 0.25% of the portfolio, ranked #73.

Orion Portfolio Solutions first reported a position in AON in Q4 2019 and has held it in 19 quarters since. The position peaked at $30.8M in Q2 2023. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Orion Portfolio Solutions held 64,295 shares of Aon worth $25.7M as of Q1 2025.
  • Orion Portfolio Solutions bought 253 Aon shares in Q1 2025, an estimated $97K.
  • Aon made up 0.25% of Orion Portfolio Solutions's portfolio in Q1 2025, its #73 holding.
  • Orion Portfolio Solutions first reported a position in Aon in Q4 2019 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's Aon position peaked at $30.8M in Q2 2023.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.