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Robertson Stephens Wealth Management’s Aon AON Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q4 		– Sell
-1,002
Closed -$347K – 564
2024
Q3 		$347K Buy
+1,002
New +$328K 0.01% 498

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

Robertson Stephens Wealth Management's AON Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Aon (AON) in Q4 2024, closing a stake of 1,002 shares — an estimated $347K sold.

Robertson Stephens Wealth Management first reported a position in AON in Q3 2024 and held it in 1 quarter. The position peaked at $347K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Aon position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,002 Aon shares in Q4 2024, an estimated $347K.
  • Robertson Stephens Wealth Management first reported a position in Aon in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Aon position peaked at $347K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.