Wealthstream Advisors’s Aon AON Stock Holding History

Wealthstream 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 Q3	$399K	Hold	1,119	–	–	0.06%	104
2025 Q2	$399K	Buy	1,119 +130	+13%	+$47.1K	0.07%	95
2025 Q1	$395K	Sell	989 -19	-2%	-$7.29K	0.07%	90
2024 Q4	$362K	Buy	1,008 +180	+22%	+$66.2K	0.07%	93
2024 Q3	$286K	Buy	828 +9	+1%	+$2.94K	0.05%	111
2024 Q2	$240K	Sell	819 -2	-0.2%	-$591	0.09%	117
2024 Q1	$274K	Sell	821 -42	-5%	-$13K	0.1%	101
2023 Q4	$251K	Buy	863 +205	+31%	+$65.6K	0.1%	118
2023 Q3	$213K	Buy	+658	New	+$218K	0.11%	97

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wealthstream Advisors's AON Position: Q3 2025 in Review

Wealthstream Advisors held its Aon (AON) position steady in Q3 2025 at 1,119 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #104.

Wealthstream Advisors first reported a position in AON in Q3 2023 and has held it in 9 quarters since. The position peaked at $399K in Q2 2025. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

Wealthstream Advisors held 1,119 shares of Aon worth $399K as of Q3 2025.
Wealthstream Advisors left its Aon share count unchanged in Q3 2025.
Aon made up 0.06% of Wealthstream Advisors's portfolio in Q3 2025, its #104 holding.
Wealthstream Advisors first reported a position in Aon in Q3 2023 and has held it in 9 quarters since.
Wealthstream Advisors's Aon position peaked at $399K in Q2 2025.
1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.