Twelve Points Wealth Management’s Aon AON Stock Holding History

Twelve Points Wealth 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	$468K	Sell	1,451 -40	-3%	-$13.3K	0.1%	135
2025 Q4	$523K	Sell	1,491 -898	-38%	-$314K	0.12%	132
2025 Q3	$852K	Sell	2,389 -306	-11%	-$111K	0.21%	109
2025 Q2	$962K	Buy	2,695 +102	+4%	+$37K	0.26%	98
2025 Q1	$1.03M	Buy	2,593 +66	+3%	+$25.3K	0.28%	83
2024 Q4	$908K	Buy	2,527 +236	+10%	+$86.8K	0.26%	88
2024 Q3	$793K	Buy	2,291 +211	+10%	+$69K	0.25%	91
2024 Q2	$611K	Buy	2,080 +198	+11%	+$58.5K	0.21%	103
2024 Q1	$628K	Buy	1,882 +112	+6%	+$34.7K	0.23%	99
2023 Q4	$515K	Buy	1,770 +28	+2%	+$8.96K	0.24%	108
2023 Q3	$565K	Buy	1,742 +76	+5%	+$25.1K	0.28%	100
2023 Q2	$575K	Buy	1,666 +119	+8%	+$38.6K	0.31%	92
2023 Q1	$488K	Buy	1,547 +167	+12%	+$51.7K	0.28%	103
2022 Q4	$414K	Buy	1,380 +16	+1%	+$4.67K	0.28%	108
2022 Q3	$365K	Buy	1,364 +200	+17%	+$56.5K	0.28%	116
2022 Q2	$314K	Buy	1,164 +204	+21%	+$58.6K	0.24%	135
2022 Q1	$313K	Buy	+960	New	+$279K	0.23%	136

Other funds holding AON

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM