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Whipplewood Advisors’s Aon AON Stock Holding History

Whipplewood 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 		$995 Sell
3
-26
-90% -$8.39K ﹤0.01% 544
2026
Q1 		$9.36K Buy
+29
New +$9.64K ﹤0.01% 504
2025
Q3 		– Sell
-35
Closed -$12.5K – 349
2025
Q2 		$12.5K Sell
35
-30
-46% -$10.9K 0.01% 528
2025
Q1 		$15.2K Buy
65
+24
+59% +$9.2K 0.01% 497
2024
Q4 		$14.7K Buy
+41
New +$15.1K 0.01% 488

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

Whipplewood Advisors's AON Position: Q2 2026 in Review

Whipplewood Advisors reduced its Aon (AON) stake by 90% in Q2 2026, selling an estimated $8.39K and leaving 3 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Whipplewood Advisors first reported a position in AON in Q4 2024 and has held it in 5 quarters since. The position peaked at $15.2K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Whipplewood Advisors held 3 shares of Aon worth $995 as of Q2 2026.
  • Whipplewood Advisors sold 26 Aon shares in Q2 2026, an estimated $8.39K.
  • Aon made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #544 holding.
  • Whipplewood Advisors first reported a position in Aon in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Aon position peaked at $15.2K in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.