PUREfi Wealth’s Aon AON Stock Holding History

PUREfi Wealth’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	–	Sell	-1,887	Closed	-$673K	–	166
2025 Q3	$673K	Sell	1,887 -12	-0.6%	-$4.34K	0.52%	53
2025 Q2	$677K	Buy	1,899 +226	+14%	+$81.9K	0.54%	51
2025 Q1	$668K	Buy	1,673 +469	+39%	+$180K	0.67%	39
2024 Q4	$432K	Buy	+1,204	New	+$443K	0.42%	61

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PUREfi Wealth's AON Position: Q4 2025 in Review

PUREfi Wealth sold out of Aon (AON) in Q4 2025, closing a stake of 1,887 shares — an estimated $673K sold.

PUREfi Wealth first reported a position in AON in Q4 2024 and held it in 4 quarters. The position peaked at $677K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

PUREfi Wealth reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
PUREfi Wealth sold 1,887 Aon shares in Q4 2025, an estimated $673K.
PUREfi Wealth first reported a position in Aon in Q4 2024 and held it in 4 quarters.
PUREfi Wealth's Aon position peaked at $677K in Q2 2025.
1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on PUREfi Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.