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Waverly Advisors’s Aon AON Stock Holding History

Waverly Advisors’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 		$1.38M Sell
4,162
-17,911
-81% -$5.78M 0.01% 797
2026
Q1 		$7.12M Buy
22,073
+19,804
+873% +$6.58M 0.05% 329
2025
Q4 		$801K Buy
2,269
+624
+38% +$218K 0.01% 831
2025
Q3 		$587K Sell
1,645
-30
-2% -$10.9K 0.01% 798
2025
Q2 		$598K Buy
1,675
+53
+3% +$19.2K 0.01% 757
2025
Q1 		$647K Buy
1,622
+122
+8% +$46.8K 0.01% 710
2024
Q4 		$539K Buy
1,500
+430
+40% +$158K 0.01% 662
2024
Q3 		$370K Buy
1,070
+90
+9% +$29.4K 0.01% 635
2024
Q2 		$288K Buy
980
+79
+9% +$23.4K 0.01% 675
2024
Q1 		$301K Buy
+901
New +$279K 0.01% 570
2016
Q1 		– Sell
-3,730
Closed -$344K – 98
2015
Q4 		$344K Buy
3,730
+3,322
+814% +$309K 0.15% 77
2015
Q3 		$36K Buy
408
+278
+214% +$26.9K 0.02% 175
2015
Q2 		$13K Buy
+130
New +$13K 0.01% 250
2014
Q4 		– Sell
-69
Closed -$6K – 429
2014
Q3 		$6K Hold
69
– – ﹤0.01% 579
2014
Q2 		$6K Hold
69
– – ﹤0.01% 543
2014
Q1 		$6K Sell
69
-2,446
-97% -$204K ﹤0.01% 506
2013
Q4 		$211K Buy
2,515
+115
+5% +$9.11K 0.07% 143
2013
Q3 		$179K Buy
+2,400
New +$165K 0.09% 109

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

Waverly Advisors's AON Position: Q2 2026 in Review

Waverly Advisors reduced its Aon (AON) stake by 81% in Q2 2026, selling an estimated $5.78M and leaving 4,162 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #797.

Waverly Advisors first reported a position in AON in Q3 2013 and has held it in 18 quarters since. The position peaked at $7.12M in Q1 2026. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Waverly Advisors held 4,162 shares of Aon worth $1.38M as of Q2 2026.
  • Waverly Advisors sold 17,911 Aon shares in Q2 2026, an estimated $5.78M.
  • Aon made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #797 holding.
  • Waverly Advisors first reported a position in Aon in Q3 2013 and has held it in 18 quarters since.
  • Waverly Advisors's Aon position peaked at $7.12M in Q1 2026.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.