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Stephens Consulting’s Aon AON Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-3
Closed -$1.07K – 436
2025
Q2 		$1.07K Buy
+3
New +$1.09K ﹤0.01% 646
2025
Q1 		– Sell
-18
Closed -$6.46K – 1516
2024
Q4 		$6.46K Hold
18
– – ﹤0.01% 390
2024
Q3 		$6.23K Sell
18
-14
-44% -$4.58K ﹤0.01% 380
2024
Q2 		$9.39K Buy
+32
New +$9.46K ﹤0.01% 348
2022
Q1 		– Sell
-11
Closed -$3.31K – 562
2021
Q4 		$3.31K Buy
+11
New +$3.3K ﹤0.01% 553

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Stephens Consulting's AON Position: Q3 2025 in Review

Stephens Consulting sold out of Aon (AON) in Q3 2025, closing a stake of 3 shares — an estimated $1.07K sold.

Stephens Consulting first reported a position in AON in Q4 2021 and held it in 5 quarters. The position peaked at $9.39K in Q2 2024. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

  • Stephens Consulting reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 3 Aon shares in Q3 2025, an estimated $1.07K.
  • Stephens Consulting first reported a position in Aon in Q4 2021 and held it in 5 quarters.
  • Stephens Consulting's Aon position peaked at $9.39K in Q2 2024.
  • 1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.