Mascoma Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.2K | Hold |
94
| – | – | 0.01% | 225 |
|
|
2026
Q1 | $30.3K | Sell |
94
-1
| -1% | -$332 | 0.01% | 228 |
|
|
2025
Q4 | $33.5K | Sell |
95
-16
| -14% | -$5.59K | 0.01% | 215 |
|
|
2025
Q3 | $39.6K | Hold |
111
| – | – | 0.01% | 208 |
|
|
2025
Q2 | $39.6K | Hold |
111
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $44.3K | Hold |
111
| – | – | 0.01% | 197 |
|
|
2024
Q4 | $39.9K | Hold |
111
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $38.4K | Hold |
111
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $32.6K | Hold |
111
| – | – | 0.01% | 230 |
|
|
2024
Q1 | $37K | Sell |
111
-11
| -9% | -$3.41K | 0.01% | 207 |
|
|
2023
Q4 | $35.5K | Sell |
122
-54
| -31% | -$17.3K | 0.01% | 217 |
|
|
2023
Q3 | $57.1K | Buy |
176
+54
| +44% | +$17.9K | 0.02% | 179 |
|
|
2023
Q2 | $38.3K | Sell |
122
-22
| -15% | -$7.14K | 0.01% | 212 |
|
|
2023
Q1 | $46.8K | Hold |
144
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $43.2K | Sell |
144
-179
| -55% | -$52.3K | 0.01% | 251 |
|
|
2022
Q3 | $87K | Sell |
323
-1
| -0.3% | -$283 | 0.03% | 176 |
|
|
2022
Q2 | $87K | Buy |
324
+3
| +0.9% | +$862 | 0.03% | 183 |
|
|
2022
Q1 | $105K | Buy |
321
+110
| +52% | +$32K | 0.03% | 177 |
|
|
2021
Q4 | $63K | Buy |
211
+119
| +129% | +$35.7K | 0.02% | 200 |
|
|
2021
Q3 | $26K | Buy |
+92
| New | +$24.7K | 0.01% | 261 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$23K | – | 119 |
|
|
2021
Q1 | $23K | Buy |
+100
| New | +$22K | 0.01% | 280 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$19K | – | 91 |
|
|
2019
Q2 | $19K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $17K | Hold |
100
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $15K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2018
Q3 | $15K | Hold |
100
| – | – | 0.01% | 255 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | 0.01% | 249 |
|
|
2018
Q1 | $14K | Hold |
100
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $14K | Hold |
100
| – | – | 0.01% | 239 |
|
|
2017
Q3 | $15K | Hold |
100
| – | – | 0.01% | 252 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2017
Q1 | $12K | Hold |
100
| – | – | 0.01% | 248 |
|
|
2016
Q4 | $11K | Buy |
+100
| New | +$11.1K | 0.01% | 256 |
|
Other funds holding AON
Mascoma Wealth Management's AON Position: Q2 2026 in Review
Mascoma Wealth Management held its Aon (AON) position steady in Q2 2026 at 94 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #225.
Mascoma Wealth Management first reported a position in AON in Q4 2016 and has held it in 32 quarters since. The position peaked at $105K in Q1 2022. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.
- Mascoma Wealth Management held 94 shares of Aon worth $31.2K as of Q2 2026.
- Mascoma Wealth Management left its Aon share count unchanged in Q2 2026.
- Aon made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #225 holding.
- Mascoma Wealth Management first reported a position in Aon in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Aon position peaked at $105K in Q1 2022.
- 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.