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Visionary Wealth Advisors’s Aon AON Stock Holding History

Visionary Wealth 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
-1,266
Closed -$451K – 610
2025
Q3 		$451K Hold
1,266
– – 0.02% 406
2025
Q2 		$452K Sell
1,266
-15
-1% -$5.43K 0.02% 378
2025
Q1 		$511K Buy
1,281
+15
+1% +$5.75K 0.03% 344
2024
Q4 		$455K Hold
1,266
– – 0.03% 365
2024
Q3 		$438K Sell
1,266
-20
-2% -$6.54K 0.03% 361
2024
Q2 		$378K Buy
+1,286
New +$380K 0.02% 376

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Visionary Wealth Advisors's AON Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of Aon (AON) in Q4 2025, closing a stake of 1,266 shares — an estimated $451K sold.

Visionary Wealth Advisors first reported a position in AON in Q2 2024 and held it in 6 quarters. The position peaked at $511K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Visionary Wealth Advisors reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,266 Aon shares in Q4 2025, an estimated $451K.
  • Visionary Wealth Advisors first reported a position in Aon in Q2 2024 and held it in 6 quarters.
  • Visionary Wealth Advisors's Aon position peaked at $511K in Q1 2025.
  • 1,279 funds tracked by Wall St. Rank held Aon as of Q4 2025.

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