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WealthTrak Capital Management’s Aon AON Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-6
Closed -$2.14K – 131
2025
Q2 		$2.14K Sell
6
-3
-33% -$1.09K ﹤0.01% 427
2025
Q1 		$3.59K Buy
9
+4
+80% +$1.53K ﹤0.01% 280
2024
Q4 		$1.8K Buy
+5
New +$1.84K ﹤0.01% 339

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

WealthTrak Capital Management's AON Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Aon (AON) in Q3 2025, closing a stake of 6 shares — an estimated $2.14K sold.

WealthTrak Capital Management first reported a position in AON in Q4 2024 and held it in 3 quarters. The position peaked at $3.59K in Q1 2025. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 6 Aon shares in Q3 2025, an estimated $2.14K.
  • WealthTrak Capital Management first reported a position in Aon in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Aon position peaked at $3.59K in Q1 2025.
  • 1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.