Pinnacle Wealth Planning Services
AON icon

Pinnacle Wealth Planning Services’s Aon AON Stock Holding History

Pinnacle Wealth Planning Services’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 		$230K Sell
833
-14
-2% -$4.74K 0.02% 453
2026
Q2 		$281K Sell
847
-17
-2% -$5.48K 0.03% 400
2026
Q1 		$279K Sell
864
-183
-17% -$60.8K 0.03% 360
2025
Q4 		$369K Sell
1,047
-5
-0.5% -$1.75K 0.04% 274
2025
Q3 		$375K Buy
+1,052
New +$381K 0.04% 271
2025
Q2 		– Sell
-1,057
Closed -$422K – 455
2025
Q1 		$422K Buy
1,057
+32
+3% +$12.3K 0.06% 192
2024
Q4 		$368K Sell
1,025
-574
-36% -$211K 0.06% 208
2024
Q3 		$553K Sell
1,599
-29
-2% -$9.49K 0.08% 173
2024
Q2 		$478K Sell
1,628
-231
-12% -$68.3K 0.07% 190
2024
Q1 		$620K Buy
1,859
+6
+0.3% +$1.86K 0.09% 146
2023
Q4 		$539K Sell
1,853
-125
-6% -$40K 0.08% 165
2023
Q3 		$641K Buy
1,978
+106
+6% +$35.1K 0.11% 123
2023
Q2 		$646K Sell
1,872
-107
-5% -$34.7K 0.1% 128
2023
Q1 		$624K Sell
1,979
-26
-1% -$8.05K 0.1% 139
2022
Q4 		$602K Sell
2,005
-22
-1% -$6.43K 0.11% 133
2022
Q3 		$543K Buy
2,027
+67
+3% +$18.9K 0.1% 131
2022
Q2 		$529K Buy
1,960
+169
+9% +$48.6K 0.1% 146
2022
Q1 		$583K Buy
1,791
+253
+16% +$73.6K 0.11% 144
2021
Q4 		$463K Buy
1,538
+78
+5% +$23.4K 0.09% 163
2021
Q3 		$417K Buy
1,460
+114
+8% +$30.6K 0.09% 171
2021
Q2 		$322K Buy
1,346
+47
+4% +$11.5K 0.07% 220
2021
Q1 		$299K Buy
1,299
+275
+27% +$60.5K 0.08% 219
2020
Q4 		$217K Sell
1,024
-121
-11% -$24.7K 0.05% 259
2020
Q3 		$237K Buy
+1,145
New +$229K 0.08% 201
2020
Q1 		– Sell
-988
Closed -$205K – 240
2019
Q4 		$205K Sell
988
-67
-6% -$13.3K 0.1% 214
2019
Q3 		$204K Buy
+1,055
New +$204K 0.11% 179

Other funds holding AON

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

Pinnacle Wealth Planning Services's AON Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Aon (AON) stake by 1.7% in Q3 2026, selling an estimated $4.74K and leaving 833 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #453.

Pinnacle Wealth Planning Services first reported a position in AON in Q3 2019 and has held it in 26 quarters since. The position peaked at $646K in Q2 2023. 423 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Pinnacle Wealth Planning Services held 833 shares of Aon worth $230K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 14 Aon shares in Q3 2026, an estimated $4.74K.
  • Aon made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #453 holding.
  • Pinnacle Wealth Planning Services first reported a position in Aon in Q3 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Aon position peaked at $646K in Q2 2023.
  • 423 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.