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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
Q2 		$10.3K Buy
31
+8
+35% +$2.58K ﹤0.01% 283
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 $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

Bay Harbor Wealth Management's AON Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Aon (AON) stake by 35% in Q2 2026, buying an estimated $2.58K and bringing the position to 31 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Bay Harbor Wealth Management first reported a position in AON in Q1 2020 and has held it in 12 quarters since. The position peaked at $70K in Q2 2021. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Bay Harbor Wealth Management held 31 shares of Aon worth $10.3K as of Q2 2026.
  • Bay Harbor Wealth Management bought 8 Aon shares in Q2 2026, an estimated $2.58K.
  • Aon made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Bay Harbor Wealth Management first reported a position in Aon in Q1 2020 and has held it in 12 quarters since.
  • Bay Harbor Wealth Management's Aon position peaked at $70K in Q2 2021.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.