Biltmore Family Office’s Aon AON Stock Holding History

Biltmore Family Office’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	$1.37M	Sell	4,242 -12,320	-74%	-$4.09M	0.19%	86
2025 Q4	$5.84M	Buy	16,562 +13	+0.1%	+$4.54K	0.81%	27
2025 Q3	$5.9M	Hold	16,549	–	–	0.84%	21
2025 Q2	$5.9M	Sell	16,549 -301	-2%	-$109K	1%	15
2025 Q1	$6.72M	Sell	16,850 -500	-3%	-$192K	1.15%	13
2024 Q4	$6.23M	Sell	17,350 -207	-1%	-$76.1K	1.05%	13
2024 Q3	$6.07M	Buy	17,557 +72	+0.4%	+$23.6K	1.04%	14
2024 Q2	$5.13M	Hold	17,485	–	–	0.95%	15
2024 Q1	$5.84M	Hold	17,485	–	–	1.15%	10
2023 Q4	$5.09M	Hold	17,485	–	–	1.05%	11
2023 Q3	$5.67M	Hold	17,485	–	–	1.29%	9
2023 Q2	$6.04M	Sell	17,485 -783	-4%	-$254K	1.28%	10
2023 Q1	$5.76M	Sell	18,268 -3,860	-17%	-$1.19M	1.21%	9
2022 Q4	$6.64M	Hold	22,128	–	–	1.37%	9
2022 Q3	$5.93M	Buy	22,128 +4	+0%	+$1.13K	1.36%	8
2022 Q2	$5.97M	Hold	22,124	–	–	1.49%	7
2022 Q1	$7.2M	Sell	22,124 -29,050	-57%	-$8.45M	1.54%	8
2021 Q4	$15.4M	Buy	+51,174	New	+$15.3M	2.93%	5

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