Alpine Bank Wealth Management’s Aon AON Stock Holding History

Alpine Bank Wealth 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
2026 Q2	$240K	Hold	725	–	–	0.03%	154
2026 Q1	$234K	Hold	725	–	–	0.03%	151
2025 Q4	$256K	Hold	725	–	–	0.04%	137
2025 Q3	$259K	Hold	725	–	–	0.04%	136
2025 Q2	$259K	Hold	725	–	–	0.04%	128
2025 Q1	$289K	Buy	+725	New	+$278K	0.05%	116
2024 Q3	$251K	Buy	+725	New	+$237K	0.04%	133

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Alpine Bank Wealth Management's AON Position: Q2 2026 in Review

Alpine Bank Wealth Management held its Aon (AON) position steady in Q2 2026 at 725 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #154.

Alpine Bank Wealth Management first reported a position in AON in Q3 2024 and has held it in 7 quarters since. The position peaked at $289K in Q1 2025. 725 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Alpine Bank Wealth Management held 725 shares of Aon worth $240K as of Q2 2026.
Alpine Bank Wealth Management left its Aon share count unchanged in Q2 2026.
Aon made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #154 holding.
Alpine Bank Wealth Management first reported a position in Aon in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Aon position peaked at $289K in Q1 2025.
725 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.