Peak Financial Management’s Aon AON Stock Holding History

Peak Financial 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
2025 Q2	–	Sell	-521	Closed	-$208K	–	97
2025 Q1	$208K	Buy	+521	New	+$200K	0.06%	92

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

Peak Financial Management's AON Position: Q2 2025 in Review

Peak Financial Management sold out of Aon (AON) in Q2 2025, closing a stake of 521 shares — an estimated $208K sold.

Peak Financial Management first reported a position in AON in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Peak Financial Management reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
Peak Financial Management sold 521 Aon shares in Q2 2025, an estimated $208K.
Peak Financial Management first reported a position in Aon in Q1 2025 and held it in 1 quarter.
Peak Financial Management's Aon position peaked at $208K in Q1 2025.
1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Peak Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.