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WMS Partners’s Aon AON Stock Holding History

WMS Partners’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
Q1 		– Sell
-697
Closed -$250K – 16
2024
Q4 		$250K Sell
697
-24
-3% -$8.82K 0.01% 261
2024
Q3 		$249K Sell
721
-379
-34% -$124K 0.01% 249
2024
Q2 		$323K Sell
1,100
-67
-6% -$19.8K 0.02% 194
2024
Q1 		$389K Buy
1,167
+138
+13% +$42.8K 0.03% 192
2023
Q4 		$299K Sell
1,029
-818
-44% -$262K 0.02% 209
2023
Q3 		$599K Sell
1,847
-26
-1% -$8.6K 0.05% 134
2023
Q2 		$647K Buy
1,873
+1
+0.1% +$325 0.05% 134
2023
Q1 		$590K Hold
1,872
– – 0.05% 139
2022
Q4 		$562K Buy
1,872
+25
+1% +$7.3K 0.06% 142
2022
Q3 		$495K Buy
1,847
+17
+0.9% +$4.81K 0.07% 137
2022
Q2 		$494K Buy
1,830
+720
+65% +$207K 0.08% 137
2022
Q1 		$361K Buy
+1,110
New +$323K 0.05% 167
2021
Q4 		– Sell
-1,085
Closed -$310K – 227
2021
Q3 		$310K Buy
1,085
+5
+0.5% +$1.34K 0.05% 209
2021
Q2 		$258K Buy
+1,080
New +$264K 0.04% 220
2021
Q1 		– Sell
-1,249
Closed -$264K – 233
2020
Q4 		$264K Buy
+1,249
New +$255K 0.05% 204

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

WMS Partners's AON Position: Q1 2025 in Review

WMS Partners sold out of Aon (AON) in Q1 2025, closing a stake of 697 shares — an estimated $250K sold.

WMS Partners first reported a position in AON in Q4 2020 and held it in 15 quarters. The position peaked at $647K in Q2 2023. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • WMS Partners reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 697 Aon shares in Q1 2025, an estimated $250K.
  • WMS Partners first reported a position in Aon in Q4 2020 and held it in 15 quarters.
  • WMS Partners's Aon position peaked at $647K in Q2 2023.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.