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Waypoint Wealth Counsel’s Aon AON Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,064
Closed -$375K – 236
2025
Q4 		$375K Buy
1,064
+117
+12% +$40.9K 0.14% 145
2025
Q3 		$338K Buy
947
+4
+0.4% +$1.45K 0.13% 155
2025
Q2 		$336K Buy
943
+6
+0.6% +$2.17K 0.17% 97
2025
Q1 		$374K Buy
937
+3
+0.3% +$1.15K 0.23% 65
2024
Q4 		$335K Buy
934
+7
+0.8% +$2.57K 0.22% 62
2024
Q3 		$321K Buy
927
+32
+4% +$10.5K 0.22% 71
2024
Q2 		$263K Buy
895
+9
+1% +$2.66K 0.2% 70
2024
Q1 		$296K Sell
886
-231
-21% -$71.6K 0.23% 73
2023
Q4 		$325K Sell
1,117
-4
-0.4% -$1.28K 0.28% 64
2023
Q3 		$363K Sell
1,121
-162
-13% -$53.6K 0.34% 49
2023
Q2 		$443K Sell
1,283
-1
-0.1% -$325 0.4% 47
2023
Q1 		$405K Sell
1,284
-187
-13% -$57.9K 0.31% 56
2022
Q4 		$442K Buy
+1,471
New +$430K 0.36% 56

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Waypoint Wealth Counsel's AON Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Aon (AON) in Q1 2026, closing a stake of 1,064 shares — an estimated $375K sold.

Waypoint Wealth Counsel first reported a position in AON in Q4 2022 and held it in 13 quarters. The position peaked at $443K in Q2 2023. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,064 Aon shares in Q1 2026, an estimated $375K.
  • Waypoint Wealth Counsel first reported a position in Aon in Q4 2022 and held it in 13 quarters.
  • Waypoint Wealth Counsel's Aon position peaked at $443K in Q2 2023.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.