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Perigon Wealth Management’s Aon AON Stock Holding History

Perigon 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 		$1.12M Buy
3,363
+363
+12% +$117K 0.02% 554
2026
Q1 		$968K Buy
3,000
+63
+2% +$20.9K 0.02% 549
2025
Q4 		$1.04M Buy
2,937
+538
+22% +$188K 0.02% 532
2025
Q3 		$855K Buy
2,399
+616
+35% +$223K 0.02% 566
2025
Q2 		$636K Sell
1,783
-65
-4% -$23.6K 0.01% 607
2025
Q1 		$738K Buy
1,848
+76
+4% +$29.1K 0.02% 523
2024
Q4 		$652K Buy
1,772
+52
+3% +$19.1K 0.02% 567
2024
Q3 		$595K Buy
1,720
+89
+5% +$29.1K 0.02% 564
2024
Q2 		$479K Buy
1,631
+129
+9% +$38.1K 0.01% 543
2024
Q1 		$501K Buy
1,502
+16
+1% +$4.96K 0.02% 538
2023
Q4 		$432K Sell
1,486
-82
-5% -$26.2K 0.01% 542
2023
Q3 		$508K Sell
1,568
-84
-5% -$27.8K 0.02% 443
2023
Q2 		$570K Buy
1,652
+78
+5% +$25.3K 0.02% 431
2023
Q1 		$496K Sell
1,574
-58
-4% -$18K 0.03% 398
2022
Q4 		$490K Buy
+1,632
New +$477K 0.03% 391
2021
Q2 		– Sell
-1,696
Closed -$390K – 515
2021
Q1 		$390K Buy
+1,696
New +$373K 0.04% 339
2018
Q2 		– Sell
-4
Closed -$1K – 253
2018
Q1 		$1K Buy
+4
New +$560 ﹤0.01% 604
2017
Q3 		– Sell
-46
Closed -$6K – 643
2017
Q2 		$6K Buy
+46
New +$5.82K ﹤0.01% 517

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

Perigon Wealth Management's AON Position: Q2 2026 in Review

Perigon Wealth Management increased its Aon (AON) stake by 12% in Q2 2026, buying an estimated $117K and bringing the position to 3,363 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #554.

Perigon Wealth Management first reported a position in AON in Q2 2017 and has held it in 18 quarters since. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Perigon Wealth Management held 3,363 shares of Aon worth $1.12M as of Q2 2026.
  • Perigon Wealth Management bought 363 Aon shares in Q2 2026, an estimated $117K.
  • Aon made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Perigon Wealth Management first reported a position in Aon in Q2 2017 and has held it in 18 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.