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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM