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Wellspring Financial Advisors’s Aon AON Stock Holding History

Wellspring Financial 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
Q1 		– Sell
-1,781
Closed -$629K – 280
2025
Q4 		$629K Buy
1,781
+139
+8% +$48.5K 0.05% 127
2025
Q3 		$586K Buy
1,642
+10
+0.6% +$3.62K 0.05% 84
2025
Q2 		$582K Buy
1,632
+23
+1% +$8.33K 0.06% 78
2025
Q1 		$642K Buy
1,609
+307
+24% +$118K 0.07% 69
2024
Q4 		$468K Hold
1,302
– – 0.05% 77
2024
Q3 		$451K Sell
1,302
-3
-0.2% -$981 0.05% 88
2024
Q2 		$383K Buy
1,305
+3
+0.2% +$887 0.05% 94
2024
Q1 		$435K Sell
1,302
-26
-2% -$8.06K 0.07% 77
2023
Q4 		$386K Buy
1,328
+175
+15% +$56K 0.1% 84
2023
Q3 		$374K Buy
1,153
+324
+39% +$107K 0.11% 74
2023
Q2 		$286K Hold
829
– – 0.08% 82
2023
Q1 		$261K Buy
+829
New +$257K 0.08% 92

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

Wellspring Financial Advisors's AON Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Aon (AON) in Q1 2026, closing a stake of 1,781 shares — an estimated $629K sold.

Wellspring Financial Advisors first reported a position in AON in Q1 2023 and held it in 12 quarters. The position peaked at $642K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,781 Aon shares in Q1 2026, an estimated $629K.
  • Wellspring Financial Advisors first reported a position in Aon in Q1 2023 and held it in 12 quarters.
  • Wellspring Financial Advisors's Aon position peaked at $642K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.