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WR Wealth Planners’s Aon AON Stock Holding History

WR Wealth Planners’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
2024
Q4 		$6.46K Buy
18
+1
+6% +$368 ﹤0.01% 654
2024
Q3 		$5.88K Hold
17
– – ﹤0.01% 714
2024
Q2 		$4.99K Buy
17
+2
+13% +$591 ﹤0.01% 717
2024
Q1 		$5.01K Buy
+15
New +$4.65K ﹤0.01% 719

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

WR Wealth Planners's AON Position: Q4 2024 in Review

WR Wealth Planners increased its Aon (AON) stake by 5.9% in Q4 2024, buying an estimated $368 and bringing the position to 18 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

WR Wealth Planners first reported a position in AON in Q1 2024 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • WR Wealth Planners held 18 shares of Aon worth $6.46K as of Q4 2024.
  • WR Wealth Planners bought 1 Aon share in Q4 2024, an estimated $368.
  • Aon made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #654 holding.
  • WR Wealth Planners first reported a position in Aon in Q1 2024 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.