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Summit Securities Group’s Aon AON Stock Holding History

Summit Securities 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 		$16.6K Buy
50
+15
+43% +$4.84K ﹤0.01% 755
2026
Q1 		$11.3K Sell
35
-363
-91% -$121K ﹤0.01% 646
2025
Q4 		$140K Buy
398
+26
+7% +$9.08K 0.02% 397
2025
Q3 		$133K Buy
372
+227
+157% +$82.1K 0.03% 334
2025
Q2 		$51.7K Buy
+145
New +$52.5K 0.01% 509
2024
Q2 		– Sell
-600
Closed -$200K – 568
2024
Q1 		$200K Buy
600
+599
+59,900% +$186K 0.03% 152
2023
Q4 		$0 Buy
+1
New +$320 ﹤0.01% 656
2023
Q3 		– Sell
-268
Closed -$93K – 556
2023
Q2 		$93K Sell
268
-134
-33% -$43.5K 0.01% 300
2023
Q1 		$127K Sell
402
-1,207
-75% -$374K 0.01% 264
2022
Q4 		$483K Buy
1,609
+1,160
+258% +$339K 0.02% 245
2022
Q3 		$120K Sell
449
-396
-47% -$112K 0.01% 496
2022
Q2 		$228K Buy
845
+357
+73% +$103K 0.03% 282
2022
Q1 		$159K Buy
+488
New +$142K 0.02% 416

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 Securities Group's AON Position: Q2 2026 in Review

Summit Securities Group increased its Aon (AON) stake by 43% in Q2 2026, buying an estimated $4.84K and bringing the position to 50 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Summit Securities Group first reported a position in AON in Q1 2022 and has held it in 13 quarters since. The position peaked at $483K in Q4 2022. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Summit Securities Group held 50 shares of Aon worth $16.6K as of Q2 2026.
  • Summit Securities Group bought 15 Aon shares in Q2 2026, an estimated $4.84K.
  • Aon made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #755 holding.
  • Summit Securities Group first reported a position in Aon in Q1 2022 and has held it in 13 quarters since.
  • Summit Securities Group's Aon position peaked at $483K in Q4 2022.
  • 1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.