Triumph Capital Management’s Aon AON Stock Holding History

Triumph Capital 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	$1.64M	Buy	4,953 +1	+0%	+$323	0.3%	77
2026 Q1	$1.6M	Buy	4,952 +2	+0%	+$665	0.33%	67
2025 Q4	$1.75M	Buy	4,950 +1	+0%	+$349	0.38%	55
2025 Q3	$1.76M	Hold	4,949	–	–	0.47%	50
2025 Q2	$1.77M	Buy	4,949 +100	+2%	+$36.2K	0.53%	42
2025 Q1	$1.94M	Sell	4,849 -200	-4%	-$76.7K	0.64%	33
2024 Q4	$1.81M	Sell	5,049 -1,000	-17%	-$368K	0.62%	32
2024 Q3	$2.09M	Sell	6,049 -600	-9%	-$196K	0.75%	29
2024 Q2	$1.95M	Buy	6,649 +199	+3%	+$58.8K	0.76%	28
2024 Q1	$2.13M	Sell	6,450 -200	-3%	-$62K	0.87%	27
2023 Q4	$1.94M	Buy	6,650 +700	+12%	+$224K	0.82%	27
2023 Q3	$1.93M	Sell	5,950 -499	-8%	-$165K	0.88%	25
2023 Q2	$2.23M	Hold	6,449	–	–	1.01%	23
2023 Q1	$2.03M	Hold	6,449	–	–	1.04%	19
2022 Q4	$1.94M	Hold	6,449	–	–	1.04%	20
2022 Q3	$1.73M	Hold	6,449	–	–	0.94%	26
2022 Q2	$1.74M	Sell	6,449 -500	-7%	-$144K	0.92%	25
2022 Q1	$2.26M	Hold	6,949	–	–	0.98%	20
2021 Q4	$2.09M	Buy	+6,949	New	+$2.08M	0.9%	29

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triumph Capital Management's AON Position: Q2 2026 in Review

Triumph Capital Management increased its Aon (AON) stake by 0.02% in Q2 2026, buying an estimated $323 and bringing the position to 4,953 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #77.

Triumph Capital Management first reported a position in AON in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.26M in Q1 2022. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Triumph Capital Management held 4,953 shares of Aon worth $1.64M as of Q2 2026.
Triumph Capital Management bought 1 Aon share in Q2 2026, an estimated $323.
Aon made up 0.3% of Triumph Capital Management's portfolio in Q2 2026, its #77 holding.
Triumph Capital Management first reported a position in Aon in Q4 2021 and has held it in 19 quarters since.
Triumph Capital Management's Aon position peaked at $2.26M in Q1 2022.
1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.