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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
Q3 		$505K Sell
1,571
-909
-37% -$307K 0.09% 145
2026
Q2 		$823K Buy
2,480
+1,029
+71% +$332K 0.16% 112
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% +$4.68K 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Twelve Points Wealth Management's AON Position: Q3 2026 in Review

Twelve Points Wealth Management reduced its Aon (AON) stake by 37% in Q3 2026, selling an estimated $307K and leaving 1,571 shares worth $505K. The position accounts for 0.09% of the portfolio, ranked #145.

Twelve Points Wealth Management first reported a position in AON in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2025. 934 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Twelve Points Wealth Management held 1,571 shares of Aon worth $505K as of Q3 2026.
  • Twelve Points Wealth Management sold 909 Aon shares in Q3 2026, an estimated $307K.
  • Aon made up 0.09% of Twelve Points Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Twelve Points Wealth Management first reported a position in Aon in Q1 2022 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's Aon position peaked at $1.03M in Q1 2025.
  • 934 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Twelve Points Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.