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Beacon Pointe Advisors’s Aon AON Stock Holding History

Beacon Pointe 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 		$1.14M Sell
3,449
-2,450
-42% -$790K 0.01% 976
2026
Q1 		$1.9M Buy
5,899
+2,407
+69% +$800K 0.01% 749
2025
Q4 		$1.23M Sell
3,492
-97
-3% -$33.9K 0.01% 764
2025
Q3 		$1.28M Buy
3,589
+294
+9% +$106K 0.01% 677
2025
Q2 		$1.18M Sell
3,295
-554
-14% -$201K 0.01% 623
2025
Q1 		$1.54M Buy
3,849
+1,247
+48% +$478K 0.02% 522
2024
Q4 		$935K Sell
2,602
-502
-16% -$185K 0.01% 651
2024
Q3 		$1.07M Sell
3,104
-238
-7% -$77.9K 0.01% 614
2024
Q2 		$981K Sell
3,342
-1,114
-25% -$329K 0.01% 647
2024
Q1 		$1.49M Sell
4,456
-169
-4% -$52.4K 0.02% 568
2023
Q4 		$1.35M Sell
4,625
-637
-12% -$204K 0.02% 584
2023
Q3 		$1.71M Buy
5,262
+2,269
+76% +$751K 0.02% 498
2023
Q2 		$1.03M Buy
2,993
+795
+36% +$258K 0.02% 518
2023
Q1 		$693K Sell
2,198
-53
-2% -$16.4K 0.01% 654
2022
Q4 		$676K Buy
2,251
+136
+6% +$39.7K 0.01% 600
2022
Q3 		$568K Buy
2,115
+498
+31% +$141K 0.01% 599
2022
Q2 		$437K Sell
1,617
-1,093
-40% -$314K 0.01% 691
2022
Q1 		$882K Buy
2,710
+1,012
+60% +$294K 0.01% 659
2021
Q4 		$510K Sell
1,698
-382
-18% -$115K 0.01% 566
2021
Q3 		$594K Buy
2,080
+596
+40% +$160K 0.01% 507
2021
Q2 		$354K Buy
+1,484
New +$363K 0.01% 605

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

Beacon Pointe Advisors's AON Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Aon (AON) stake by 42% in Q2 2026, selling an estimated $790K and leaving 3,449 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #976.

Beacon Pointe Advisors first reported a position in AON in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.9M in Q1 2026. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Beacon Pointe Advisors held 3,449 shares of Aon worth $1.14M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,450 Aon shares in Q2 2026, an estimated $790K.
  • Aon made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #976 holding.
  • Beacon Pointe Advisors first reported a position in Aon in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Aon position peaked at $1.9M in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.