BHWM
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Bay Harbor Wealth Management’s Aon AON Stock Holding History

Bay Harbor Wealth Management’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 		$7.42K Buy
23
+4
+21% +$1.33K ﹤0.01% 277
2025
Q4 		$6.7K Buy
19
+9
+90% +$3.14K ﹤0.01% 228
2025
Q3 		$3.56K Buy
10
+2
+25% +$724 ﹤0.01% 258
2025
Q2 		$2.85K Buy
8
+4
+100% +$1.45K ﹤0.01% 252
2025
Q1 		$1.6K Buy
+4
New +$1.53K ﹤0.01% 219
2021
Q3 		– Sell
-293
Closed -$70K – 210
2021
Q2 		$70K Buy
293
+1
+0.3% +$244 0.03% 108
2021
Q1 		$67K Buy
292
+10
+4% +$2.2K 0.03% 112
2020
Q4 		$60K Sell
282
-2
-0.7% -$408 0.03% 144
2020
Q3 		$59K Buy
284
+8
+3% +$1.6K 0.03% 141
2020
Q2 		$53K Buy
276
+46
+20% +$8.57K 0.03% 145
2020
Q1 		$38K Buy
+230
New +$47.1K 0.02% 151

Other funds holding AON

BlackRock
BlackRock New York $5.7T 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 $1.47T 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