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Sargent Investment Group’s Aon AON Stock Holding History

Sargent Investment 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
Q2 		$341K Buy
1,028
+2
+0.2% +$645 0.04% 201
2026
Q1 		$331K Sell
1,026
-155
-13% -$51.5K 0.04% 194
2025
Q4 		$417K Buy
+1,181
New +$412K 0.05% 176
2025
Q3 		– Sell
-1,200
Closed -$436K – 130
2025
Q2 		$436K Sell
1,200
-9
-0.7% -$3.26K 0.06% 165
2025
Q1 		$483K Buy
1,209
+158
+15% +$60.6K 0.08% 145
2024
Q4 		$373K Sell
1,051
-66
-6% -$24.3K 0.06% 167
2024
Q3 		$386K Sell
1,117
-327
-23% -$107K 0.07% 141
2024
Q2 		$424K Buy
+1,444
New +$427K 0.09% 132

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

Sargent Investment Group's AON Position: Q2 2026 in Review

Sargent Investment Group increased its Aon (AON) stake by 0.19% in Q2 2026, buying an estimated $645 and bringing the position to 1,028 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #201.

Sargent Investment Group first reported a position in AON in Q2 2024 and has held it in 8 quarters since. The position peaked at $483K in Q1 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Sargent Investment Group held 1,028 shares of Aon worth $341K as of Q2 2026.
  • Sargent Investment Group bought 2 Aon shares in Q2 2026, an estimated $645.
  • Aon made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #201 holding.
  • Sargent Investment Group first reported a position in Aon in Q2 2024 and has held it in 8 quarters since.
  • Sargent Investment Group's Aon position peaked at $483K in Q1 2025.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.