LPL Financial
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LPL Financial’s AEON Biopharma AEON Stock Holding History

LPL Financial’s Portfolio AEON Stock Details AEON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3K Buy
+11,507
New +$12.9K ﹤0.01% 5922
2025
Q1 		– Sell
-525
Closed -$20.4K – 5348
2024
Q4 		$20.4K Buy
525
+152
+41% +$8.85K ﹤0.01% 5199
2024
Q3 		$28.2K Buy
+373
New +$32.8K ﹤0.01% 5055

Other funds holding AEON

DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial's AEON Position: Q1 2026 in Review

LPL Financial opened a new position in AEON Biopharma (AEON) in Q1 2026: 11,507 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #5922 among its holdings. This is a return to the name: LPL Financial previously reported a position in AEON as recently as Q4 2024.

LPL Financial first reported a position in AEON in Q3 2024 and has held it in 3 quarters since. The position peaked at $28.2K in Q3 2024. 24 funds tracked by Wall St. Rank hold AEON as of Q1 2026.

  • LPL Financial held 11,507 shares of AEON Biopharma worth $11.3K as of Q1 2026.
  • AEON Biopharma was a new LPL Financial position in Q1 2026.
  • AEON Biopharma made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5922 holding.
  • LPL Financial first reported a position in AEON Biopharma in Q3 2024 and has held it in 3 quarters since.
  • LPL Financial's AEON Biopharma position peaked at $28.2K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held AEON Biopharma as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.