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Twin Peaks Wealth Advisors’s Aon AON Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-106
Closed -$34.1K – 338
2026
Q1 		$34.1K Buy
+106
New +$35.2K 0.01% 530
2025
Q3 		– Sell
-102
Closed -$37K – 270
2025
Q2 		$37K Buy
+102
New +$37K 0.01% 414

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

Twin Peaks Wealth Advisors's AON Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 106 shares — an estimated $34.1K sold.

Twin Peaks Wealth Advisors first reported a position in AON in Q2 2025 and held it in 2 quarters. The position peaked at $37K in Q2 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 106 Aon shares in Q2 2026, an estimated $34.1K.
  • Twin Peaks Wealth Advisors first reported a position in Aon in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Aon position peaked at $37K in Q2 2025.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.