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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
Q2 		$1.47M Buy
4,423
+181
+4% +$58.4K 0.19% 85
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
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

Biltmore Family Office's AON Position: Q2 2026 in Review

Biltmore Family Office increased its Aon (AON) stake by 4.3% in Q2 2026, buying an estimated $58.4K and bringing the position to 4,423 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #85.

Biltmore Family Office first reported a position in AON in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.4M in Q4 2021. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Biltmore Family Office held 4,423 shares of Aon worth $1.47M as of Q2 2026.
  • Biltmore Family Office bought 181 Aon shares in Q2 2026, an estimated $58.4K.
  • Aon made up 0.19% of Biltmore Family Office's portfolio in Q2 2026, its #85 holding.
  • Biltmore Family Office first reported a position in Aon in Q4 2021 and has held it in 19 quarters since.
  • Biltmore Family Office's Aon position peaked at $15.4M in Q4 2021.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.