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Cape Investment Advisory’s Aon AON Stock Holding History

Cape Investment Advisory’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 		$66.7K Buy
+201
New +$64.8K 0.02% 422
2026
Q1 		– Sell
-2
Closed -$706 – 269
2025
Q4 		$706 Buy
+2
New +$698 ﹤0.01% 1225
2025
Q1 		– Sell
-4
Closed -$1.44K – 1139
2024
Q4 		$1.44K Buy
+4
New +$1.47K ﹤0.01% 917

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's AON Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Aon (AON) in Q2 2026: 201 shares worth $66.7K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AON as recently as Q4 2025.

Cape Investment Advisory first reported a position in AON in Q4 2024 and has held it in 3 quarters since. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Cape Investment Advisory held 201 shares of Aon worth $66.7K as of Q2 2026.
  • Aon was a new Cape Investment Advisory position in Q2 2026.
  • Aon made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #422 holding.
  • Cape Investment Advisory first reported a position in Aon in Q4 2024 and has held it in 3 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.