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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
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

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 Planning Services's AON Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Aon (AON) stake by 17% in Q1 2026, selling an estimated $60.8K and leaving 864 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #360.

Pinnacle Wealth Planning Services first reported a position in AON in Q3 2019 and has held it in 24 quarters since. The position peaked at $646K in Q2 2023. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Pinnacle Wealth Planning Services held 864 shares of Aon worth $279K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 183 Aon shares in Q1 2026, an estimated $60.8K.
  • Aon made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #360 holding.
  • Pinnacle Wealth Planning Services first reported a position in Aon in Q3 2019 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Aon position peaked at $646K in Q2 2023.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.