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Capital Performance Advisors’s Aon AON Stock Holding History

Capital Performance Advisors’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 		– Sell
-811
Closed -$262K – 326
2026
Q1 		$262K Buy
+811
New +$270K 0.02% 359
2024
Q4 		– Sell
-27
Closed -$9.38K – 314
2024
Q3 		$9.38K Buy
+27
New +$8.83K ﹤0.01% 862

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

Capital Performance Advisors's AON Position: Q2 2026 in Review

Capital Performance Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 811 shares — an estimated $262K sold.

Capital Performance Advisors first reported a position in AON in Q3 2024 and held it in 2 quarters. The position peaked at $262K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Capital Performance Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 811 Aon shares in Q2 2026, an estimated $262K.
  • Capital Performance Advisors first reported a position in Aon in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Aon position peaked at $262K in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.