PFS
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Prospera Financial Services’s Aon AON Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-573
Closed -$229K – 1317
2025
Q1 		$229K Buy
+573
New +$220K 0.01% 1081
2024
Q4 		– Sell
-1,660
Closed -$574K – 1139
2024
Q3 		$574K Buy
1,660
+26
+2% +$8.51K 0.01% 676
2024
Q2 		$480K Sell
1,634
-166
-9% -$49.1K 0.01% 726
2024
Q1 		$601K Buy
1,800
+226
+14% +$70.1K 0.02% 643
2023
Q4 		$458K Sell
1,574
-276
-15% -$88.3K 0.02% 696
2023
Q3 		$600K Buy
1,850
+102
+6% +$33.7K 0.02% 555
2023
Q2 		$603K Buy
1,748
+21
+1% +$6.82K 0.02% 559
2023
Q1 		$545K Hold
1,727
– – 0.02% 584
2022
Q4 		$518K Buy
1,727
+133
+8% +$38.9K 0.03% 528
2022
Q3 		$427K Buy
1,594
+4
+0.3% +$1.13K 0.02% 561
2022
Q2 		$429K Sell
1,590
-165
-9% -$47.4K 0.02% 560
2022
Q1 		$571K Buy
1,755
+274
+19% +$79.7K 0.02% 558
2021
Q4 		$446K Buy
+1,481
New +$444K 0.02% 607
2020
Q4 		– Sell
-20
Closed -$4K – 716
2020
Q3 		$4K Buy
+20
New +$3.99K ﹤0.01% 1312

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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