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Cherry Tree Wealth Management’s Aon AON Stock Holding History

Cherry Tree 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
Q1 		$10.7K Hold
33
– – ﹤0.01% 416
2025
Q4 		$11.6K Hold
33
– – ﹤0.01% 411
2025
Q3 		$11.8K Hold
33
– – ﹤0.01% 389
2025
Q2 		$11.8K Hold
33
– – ﹤0.01% 390
2025
Q1 		$13.2K Hold
33
– – ﹤0.01% 390
2024
Q4 		$11.9K Hold
33
– – ﹤0.01% 390
2024
Q3 		$11.4K Hold
33
– – ﹤0.01% 401
2024
Q2 		$9.69K Hold
33
– – ﹤0.01% 399
2024
Q1 		$11K Hold
33
– – ﹤0.01% 366
2023
Q4 		$9.6K Hold
33
– – ﹤0.01% 356
2023
Q3 		$10.7K Buy
+33
New +$10.9K ﹤0.01% 337

Other funds holding AON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM