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Rise Advisors’s Aon AON Stock Holding History

Rise 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
Q4 		– Sell
-134
Closed -$47.9K – 180
2025
Q3 		$47.9K Buy
134
+3
+2% +$1.08K 0.02% 259
2025
Q2 		$46.8K Buy
131
+1
+0.8% +$362 0.02% 253
2025
Q1 		$51.8K Buy
130
+18
+16% +$6.9K 0.02% 221
2024
Q4 		$40.1K Buy
112
+1
+0.9% +$368 0.02% 284
2024
Q3 		$38.6K Hold
111
– – 0.02% 303
2024
Q2 		$32.7K Hold
111
– – 0.02% 338
2024
Q1 		$37K Buy
+111
New +$34.4K 0.02% 306

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

Rise Advisors's AON Position: Q4 2025 in Review

Rise Advisors sold out of Aon (AON) in Q4 2025, closing a stake of 134 shares — an estimated $47.9K sold.

Rise Advisors first reported a position in AON in Q1 2024 and held it in 7 quarters. The position peaked at $51.8K in Q1 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Rise Advisors reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 134 Aon shares in Q4 2025, an estimated $47.9K.
  • Rise Advisors first reported a position in Aon in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Aon position peaked at $51.8K in Q1 2025.
  • 1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.