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Summit Financial’s Aon AON Stock Holding History

Summit Financial’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 		$710K Buy
2,141
+365
+21% +$118K 0.01% 966
2026
Q1 		$573K Buy
1,776
+151
+9% +$50.2K 0.01% 950
2025
Q4 		$573K Sell
1,625
-27
-2% -$9.43K 0.01% 842
2025
Q3 		$589K Buy
1,652
+37
+2% +$13.4K 0.01% 840
2025
Q2 		$576K Buy
1,615
+891
+123% +$323K 0.01% 546
2025
Q1 		$289K Buy
724
+69
+11% +$26.5K 0.01% 618
2024
Q4 		$235K Buy
655
+44
+7% +$16.2K 0.01% 587
2024
Q3 		$211K Buy
+611
New +$200K 0.01% 516
2022
Q3 		– Sell
-2,748
Closed -$741K – 254
2022
Q2 		$741K Sell
2,748
-28
-1% -$8.05K 0.07% 126
2022
Q1 		$904K Buy
2,776
+96
+4% +$27.9K 0.07% 125
2021
Q4 		$806K Buy
2,680
+2
+0.1% +$600 0.06% 130
2021
Q3 		$765K Sell
2,678
-5
-0.2% -$1.34K 0.07% 97
2021
Q2 		$641K Buy
+2,683
New +$656K 0.06% 70

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

Summit Financial's AON Position: Q2 2026 in Review

Summit Financial increased its Aon (AON) stake by 21% in Q2 2026, buying an estimated $118K and bringing the position to 2,141 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #966.

Summit Financial first reported a position in AON in Q2 2021 and has held it in 13 quarters since. The position peaked at $904K in Q1 2022. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Summit Financial held 2,141 shares of Aon worth $710K as of Q2 2026.
  • Summit Financial bought 365 Aon shares in Q2 2026, an estimated $118K.
  • Aon made up 0.01% of Summit Financial's portfolio in Q2 2026, its #966 holding.
  • Summit Financial first reported a position in Aon in Q2 2021 and has held it in 13 quarters since.
  • Summit Financial's Aon position peaked at $904K in Q1 2022.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.