Perigon Wealth Management
AON icon

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
Q3 		$554K Sell
2,003
-1,360
-40% -$460K 0.01% 852
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Perigon Wealth Management's AON Position: Q3 2026 in Review

Perigon Wealth Management reduced its Aon (AON) stake by 40% in Q3 2026, selling an estimated $460K and leaving 2,003 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #852.

Perigon Wealth Management first reported a position in AON in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.12M in Q2 2026. 578 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Perigon Wealth Management held 2,003 shares of Aon worth $554K as of Q3 2026.
  • Perigon Wealth Management sold 1,360 Aon shares in Q3 2026, an estimated $460K.
  • Aon made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #852 holding.
  • Perigon Wealth Management first reported a position in Aon in Q2 2017 and has held it in 19 quarters since.
  • Perigon Wealth Management's Aon position peaked at $1.12M in Q2 2026.
  • 578 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.