Next Level Wealth Planning
AUR icon

Next Level Wealth Planning’s Aurora AUR Stock Holding History

Next Level Wealth Planning’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.9K Buy
+7,024
New +$44.2K 0.02% 197

Other funds holding AUR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Next Level Wealth Planning's AUR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Aurora (AUR) in Q3 2026: 7,024 shares worth $38.9K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

214 funds tracked by Wall St. Rank hold AUR as of Q3 2026.

  • Next Level Wealth Planning held 7,024 shares of Aurora worth $38.9K as of Q3 2026.
  • Aurora was a new Next Level Wealth Planning position in Q3 2026.
  • Aurora made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #197 holding.
  • 214 funds tracked by Wall St. Rank held Aurora as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.