Waterfront Wealth
AON icon

Waterfront Wealth’s Aon AON Stock Holding History

Waterfront Wealth’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 		$1.46M Sell
4,954
-25
-0.5% -$8.46K 0.23% 125
2026
Q2 		$1.78M Buy
4,979
+329
+7% +$106K 0.28% 105
2026
Q1 		$1.5M Buy
4,650
+895
+24% +$297K 0.28% 113
2025
Q4 		$1.27M Buy
3,755
+17
+0.5% +$5.94K 0.24% 124
2025
Q3 		$1.28M Buy
3,738
+1,075
+40% +$389K 0.26% 114
2025
Q2 		$950K Sell
2,663
-82
-3% -$29.7K 0.21% 139
2025
Q1 		$1.1M Hold
2,745
– – 0.27% 117
2024
Q4 		$986K Buy
2,745
+131
+5% +$48.2K 0.24% 136
2024
Q3 		$974K Buy
2,614
+43
+2% +$14.1K 0.24% 138
2024
Q2 		$755K Buy
2,571
+54
+2% +$16K 0.2% 150
2024
Q1 		$691K Sell
2,517
-23
-0.9% -$7.13K 0.19% 152
2023
Q4 		$739K Buy
2,540
+83
+3% +$26.6K 0.22% 136
2023
Q3 		$770K Buy
2,457
+35
+1% +$11.6K 0.25% 119
2023
Q2 		$829K Buy
2,422
+137
+6% +$44.5K 0.25% 123
2023
Q1 		$721K Buy
2,285
+111
+5% +$34.4K 0.24% 129
2022
Q4 		$694K Buy
2,174
+112
+5% +$32.7K 0.24% 132
2022
Q3 		$585K Buy
2,062
+268
+15% +$75.8K 0.22% 135
2022
Q2 		$484K Buy
1,794
+817
+84% +$235K 0.2% 143
2022
Q1 		$326K Buy
+977
New +$284K 0.12% 173

Other funds holding AON

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return

Waterfront Wealth's AON Position: Q3 2026 in Review

Waterfront Wealth reduced its Aon (AON) stake by 0.5% in Q3 2026, selling an estimated $8.46K and leaving 4,954 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #125.

Waterfront Wealth first reported a position in AON in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.78M in Q2 2026. 551 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Waterfront Wealth held 4,954 shares of Aon worth $1.46M as of Q3 2026.
  • Waterfront Wealth sold 25 Aon shares in Q3 2026, an estimated $8.46K.
  • Aon made up 0.23% of Waterfront Wealth's portfolio in Q3 2026, its #125 holding.
  • Waterfront Wealth first reported a position in Aon in Q1 2022 and has held it in 19 quarters since.
  • Waterfront Wealth's Aon position peaked at $1.78M in Q2 2026.
  • 551 funds tracked by Wall St. Rank held Aon as of Q3 2026.

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