Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
+639
New +$206K 0.01% 537
2024
Q2
– Sell
-1,523
Closed -$508K – 348
2024
Q1
$508K Buy
1,523
+676
+80% +$210K 0.06% 223
2023
Q4
$247K Buy
+847
New +$271K 0.04% 325

Other funds holding AON

Waterloo Capital's AON Position: Q2 2026 in Review

Waterloo Capital opened a new position in Aon (AON) in Q2 2026: 639 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in AON as recently as Q1 2024.

Waterloo Capital first reported a position in AON in Q4 2023 and has held it in 3 quarters since. The position peaked at $508K in Q1 2024. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Waterloo Capital held 639 shares of Aon worth $212K as of Q2 2026.
  • Aon was a new Waterloo Capital position in Q2 2026.
  • Aon made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #537 holding.
  • Waterloo Capital first reported a position in Aon in Q4 2023 and has held it in 3 quarters since.
  • Waterloo Capital's Aon position peaked at $508K in Q1 2024.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.