Peak Financial Advisors’s Aon AON Stock Holding History

Peak Financial 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
2025 Q3	–	Sell	-6,908	Closed	-$2.46M	–	87
2025 Q2	$2.46M	Buy	+6,908	New	+$2.5M	1.26%	29

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Peak Financial Advisors's AON Position: Q3 2025 in Review

Peak Financial Advisors sold out of Aon (AON) in Q3 2025, closing a stake of 6,908 shares — an estimated $2.46M sold.

Peak Financial Advisors first reported a position in AON in Q2 2025 and held it in 1 quarter. The position peaked at $2.46M in Q2 2025. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

Peak Financial Advisors reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
Peak Financial Advisors sold 6,908 Aon shares in Q3 2025, an estimated $2.46M.
Peak Financial Advisors first reported a position in Aon in Q2 2025 and held it in 1 quarter.
Peak Financial Advisors's Aon position peaked at $2.46M in Q2 2025.
1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.