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Pinnacle Wealth Management Advisory Group’s Aon AON Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q1 		$255K Buy
790
+7
+0.9% +$2.33K 0.02% 453
2025
Q4 		$276K Buy
+783
New +$273K 0.02% 433
2023
Q4 		– Sell
-645
Closed -$209K – 340
2023
Q3 		$209K Sell
645
-25
-4% -$8.27K 0.03% 291
2023
Q2 		$231K Buy
670
+8
+1% +$2.6K 0.03% 289
2023
Q1 		$209K Buy
+662
New +$205K 0.03% 292

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pinnacle Wealth Management Advisory Group's AON Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Aon (AON) stake by 0.89% in Q1 2026, buying an estimated $2.33K and bringing the position to 790 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #453.

Pinnacle Wealth Management Advisory Group first reported a position in AON in Q1 2023 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 790 shares of Aon worth $255K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 7 Aon shares in Q1 2026, an estimated $2.33K.
  • Aon made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #453 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Aon in Q1 2023 and has held it in 5 quarters since.
  • Pinnacle Wealth Management Advisory Group's Aon position peaked at $276K in Q4 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.