AWA
AEG icon

Aaron Wealth Advisors’s Aegon AEG Stock Holding History

Aaron Wealth Advisors’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$644K Buy
88,748
+54,869
+162% +$409K 0.04% 331
2025
Q4 		$261K Buy
33,879
+8,532
+34% +$65.2K 0.01% 597
2025
Q3 		$203K Sell
25,347
-1,665
-6% -$12.4K 0.01% 625
2025
Q2 		$196K Buy
+27,012
New +$181K 0.02% 482
2022
Q2 		– Sell
-28,717
Closed -$5.19M – 203
2022
Q1 		$5.19M Buy
+28,717
New +$145K 0.07% 122

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return