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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Twin Peaks Wealth Advisors's AON Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Aon (AON) in Q1 2026: 106 shares worth $34.1K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AON as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AON in Q2 2025 and has held it in 2 quarters since. The position peaked at $37K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Twin Peaks Wealth Advisors held 106 shares of Aon worth $34.1K as of Q1 2026.
  • Aon was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Aon made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #530 holding.
  • Twin Peaks Wealth Advisors first reported a position in Aon in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Aon position peaked at $37K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.