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Coldstream Capital Management’s Aon AON Stock Holding History

Coldstream Capital 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 		$1.67M Buy
5,022
+35
+0.7% +$11.3K 0.02% 350
2026
Q1 		$1.61M Sell
4,987
-797
-14% -$265K 0.02% 347
2025
Q4 		$2.04M Sell
5,784
-435
-7% -$152K 0.03% 282
2025
Q3 		$2.22M Sell
6,219
-148
-2% -$53.5K 0.03% 283
2025
Q2 		$2.27M Buy
6,367
+461
+8% +$167K 0.04% 254
2025
Q1 		$2.36M Buy
5,906
+12
+0.2% +$4.6K 0.05% 217
2024
Q4 		$2.12M Buy
5,894
+238
+4% +$87.5K 0.05% 234
2024
Q3 		$1.97M Buy
5,656
+329
+6% +$108K 0.04% 243
2024
Q2 		$1.56M Sell
5,327
-453
-8% -$134K 0.04% 248
2024
Q1 		$1.93M Buy
5,780
+371
+7% +$115K 0.05% 208
2023
Q4 		$1.57M Buy
5,409
+1,670
+45% +$535K 0.04% 218
2023
Q3 		$1.21M Sell
3,739
-59
-2% -$19.5K 0.04% 240
2023
Q2 		$1.31M Buy
3,798
+11
+0.3% +$3.57K 0.04% 234
2023
Q1 		$1.19M Buy
3,787
+98
+3% +$30.3K 0.04% 246
2022
Q4 		$1.11M Buy
+3,689
New +$1.08M 0.04% 250
2022
Q2 		$976K Buy
3,619
+1,730
+92% +$497K 0.04% 244
2022
Q1 		$615K Sell
1,889
-1,211
-39% -$352K 0.02% 313
2021
Q4 		$932K Buy
3,100
+608
+24% +$182K 0.03% 257
2021
Q3 		$515K Buy
2,492
+368
+17% +$98.9K 0.03% 241
2021
Q2 		$507K Sell
2,124
-12
-0.6% -$2.93K 0.02% 278
2021
Q1 		$492K Buy
2,136
+98
+5% +$21.6K 0.03% 229
2020
Q4 		$431K Sell
2,038
-250
-11% -$51K 0.03% 228
2020
Q3 		$473K Buy
+2,288
New +$457K 0.04% 194
2020
Q1 		– Sell
-967
Closed -$202K – 284
2019
Q4 		$202K Buy
+967
New +$191K 0.02% 334

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

Coldstream Capital Management's AON Position: Q2 2026 in Review

Coldstream Capital Management increased its Aon (AON) stake by 0.7% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,022 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #350.

Coldstream Capital Management first reported a position in AON in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.36M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Coldstream Capital Management held 5,022 shares of Aon worth $1.67M as of Q2 2026.
  • Coldstream Capital Management bought 35 Aon shares in Q2 2026, an estimated $11.3K.
  • Aon made up 0.02% of Coldstream Capital Management's portfolio in Q2 2026, its #350 holding.
  • Coldstream Capital Management first reported a position in Aon in Q4 2019 and has held it in 24 quarters since.
  • Coldstream Capital Management's Aon position peaked at $2.36M in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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