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Cardinal Point Capital Management’s Aon AON Stock Holding History

Cardinal Point 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 		$240K Sell
723
-113
-14% -$36.5K 0.01% 267
2026
Q1 		$270K Buy
+836
New +$278K 0.02% 239

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

Cardinal Point Capital Management's AON Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Aon (AON) stake by 14% in Q2 2026, selling an estimated $36.5K and leaving 723 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #267.

Cardinal Point Capital Management first reported a position in AON in Q1 2026 and has held it in 2 quarters since. The position peaked at $270K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Cardinal Point Capital Management held 723 shares of Aon worth $240K as of Q2 2026.
  • Cardinal Point Capital Management sold 113 Aon shares in Q2 2026, an estimated $36.5K.
  • Aon made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #267 holding.
  • Cardinal Point Capital Management first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
  • Cardinal Point Capital Management's Aon position peaked at $270K in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.