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Synergy Investment Management’s Aon AON Stock Holding History

Synergy Investment Management’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 		$9.35K Buy
26
+15
+136% +$4.84K ﹤0.01% 644
2026
Q1 		$3.55K Buy
+11
New +$3.66K ﹤0.01% 626

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

Synergy Investment Management's AON Position: Q2 2026 in Review

Synergy Investment Management increased its Aon (AON) stake by 136% in Q2 2026, buying an estimated $4.84K and bringing the position to 26 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Synergy Investment Management first reported a position in AON in Q1 2026 and has held it in 2 quarters since. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Synergy Investment Management held 26 shares of Aon worth $9.35K as of Q2 2026.
  • Synergy Investment Management bought 15 Aon shares in Q2 2026, an estimated $4.84K.
  • Aon made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #644 holding.
  • Synergy Investment Management first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.