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 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	–	–	0.48%	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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM