LPL Financial
AEON icon

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
Q2 		$8.28K Hold
11,507
– – ﹤0.01% 6174
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 $127M AUM 42.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's AEON Position: Q2 2026 in Review

LPL Financial held its AEON Biopharma (AEON) position steady in Q2 2026 at 11,507 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #6174.

LPL Financial first reported a position in AEON in Q3 2024 and has held it in 4 quarters since. The position peaked at $28.2K in Q3 2024. 22 funds tracked by Wall St. Rank hold AEON as of Q2 2026.

  • LPL Financial held 11,507 shares of AEON Biopharma worth $8.28K as of Q2 2026.
  • LPL Financial left its AEON Biopharma share count unchanged in Q2 2026.
  • AEON Biopharma made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6174 holding.
  • LPL Financial first reported a position in AEON Biopharma in Q3 2024 and has held it in 4 quarters since.
  • LPL Financial's AEON Biopharma position peaked at $28.2K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held AEON Biopharma as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.