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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
Q2 		$10.9K Hold
33
– – ﹤0.01% 431
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 $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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's AON Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Aon (AON) position steady in Q2 2026 at 33 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Cherry Tree Wealth Management first reported a position in AON in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.2K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Cherry Tree Wealth Management held 33 shares of Aon worth $10.9K as of Q2 2026.
  • Cherry Tree Wealth Management left its Aon share count unchanged in Q2 2026.
  • Aon made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Cherry Tree Wealth Management first reported a position in Aon in Q3 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Aon position peaked at $13.2K in Q1 2025.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.