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Planning Project LLC’s Aon AON Stock Holding History

Planning Project LLC’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 		$8.47K Buy
+24
New +$8.38K ﹤0.01% 106

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Planning Project LLC's AON Position: Q4 2025 in Review

Planning Project LLC opened a new position in Aon (AON) in Q4 2025: 24 shares worth $8.47K. The stake represents ﹤0.01% of the portfolio and ranks #106 among its holdings.

1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Planning Project LLC held 24 shares of Aon worth $8.47K as of Q4 2025.
  • Aon was a new Planning Project LLC position in Q4 2025.
  • Aon made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #106 holding.
  • 1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.