Morgan Stanley
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Morgan Stanley’s Aegon AEG Stock Holding History

Morgan Stanley’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 		$76.4M Sell
10,520,790
-2,611,132
-20% -$19.5M ﹤0.01% 1670
2025
Q4 		$101M Sell
13,131,922
-719,368
-5% -$5.5M 0.01% 1437
2025
Q3 		$111M Buy
13,851,290
+1,221,056
+10% +$9.12M 0.01% 1323
2025
Q2 		$91.4M Buy
12,630,234
+4,810,768
+62% +$32.2M 0.01% 1396
2025
Q1 		$51.5M Buy
7,819,466
+1,752,296
+29% +$11.2M ﹤0.01% 1792
2024
Q4 		$35.7M Sell
6,067,170
-443,086
-7% -$2.78M ﹤0.01% 2153
2024
Q3 		$41.6M Sell
6,510,256
-136,415
-2% -$844K ﹤0.01% 2010
2024
Q2 		$40.7M Buy
6,646,671
+168,170
+3% +$1.06M ﹤0.01% 1947
2024
Q1 		$39.2M Sell
6,478,501
-6,029,177
-48% -$35.1M ﹤0.01% 1985
2023
Q4 		$72M Buy
12,507,678
+6,169,041
+97% +$32.1M ﹤0.01% 2058
2023
Q3 		$30.4M Buy
6,338,637
+85,055
+1% +$438K ﹤0.01% 2039
2023
Q2 		$31.7M Buy
6,253,582
+162,881
+3% +$746K ﹤0.01% 2007
2023
Q1 		$26.2M Sell
6,090,701
-83,689
-1% -$423K ﹤0.01% 2136
2022
Q4 		$31.1M Sell
6,174,390
-128,861
-2% -$597K ﹤0.01% 1925
2022
Q3 		$25M Sell
6,303,251
-451,861
-7% -$1.97M ﹤0.01% 1969
2022
Q2 		$28.9M Buy
6,755,112
+5,177,266
+328% +$25.7M ﹤0.01% 1881
2022
Q1 		$7.98M Buy
1,577,846
+62,591
+4% +$316K ﹤0.01% 3173
2021
Q4 		$7.16M Sell
1,515,255
-163,859
-10% -$766K ﹤0.01% 3332
2021
Q3 		$8.17M Sell
1,679,114
-70,559
-4% -$306K ﹤0.01% 3130
2021
Q2 		$6.78M Buy
1,749,673
+144,589
+9% +$616K ﹤0.01% 3447
2021
Q1 		$7.01M Buy
1,605,084
+531,683
+50% +$2.23M ﹤0.01% 3049
2020
Q4 		$3.91M Sell
1,073,401
-57,631
-5% -$176K ﹤0.01% 3526
2020
Q3 		$2.67M Sell
1,131,032
-1,114,386
-50% -$2.96M ﹤0.01% 3390
2020
Q2 		$6.09M Sell
2,245,418
-3,472,988
-61% -$8.54M ﹤0.01% 2467
2020
Q1 		$13.1M Sell
5,718,406
-272,460
-5% -$908K ﹤0.01% 1575
2019
Q4 		$25M Buy
5,990,866
+904,296
+18% +$3.69M 0.01% 1462
2019
Q3 		$19.4M Buy
5,086,570
+287,828
+6% +$1.15M 0.01% 1511
2019
Q2 		$21.1M Buy
4,798,742
+1,811,478
+61% +$7.71M 0.01% 1440
2019
Q1 		$12.3M Buy
2,987,264
+118,011
+4% +$515K ﹤0.01% 1829
2018
Q4 		$11.4M Buy
2,869,253
+610,212
+27% +$2.98M ﹤0.01% 1983
2018
Q3 		$12.4M Sell
2,259,041
-135,359
-6% -$704K ﹤0.01% 2194
2018
Q2 		$11.8M Buy
2,394,400
+661,098
+38% +$3.64M ﹤0.01% 2179
2018
Q1 		$9.54M Sell
1,733,302
-32,252
-2% -$178K ﹤0.01% 2382
2017
Q4 		$9.05M Buy
1,765,554
+265,154
+18% +$1.29M ﹤0.01% 2498
2017
Q3 		$7.07M Buy
1,500,400
+47,041
+3% +$213K ﹤0.01% 2612
2017
Q2 		$5.88M Sell
1,453,359
-770,572
-35% -$3.02M ﹤0.01% 2690
2017
Q1 		$8.78M Sell
2,223,931
-2,808,299
-56% -$11.9M ﹤0.01% 2335
2016
Q4 		$21.4M Sell
5,032,230
-1,198,945
-19% -$4.46M 0.01% 1462
2016
Q3 		$18.5M Buy
6,231,175
+117,349
+2% +$350K 0.01% 1514
2016
Q2 		$18.2M Buy
6,113,826
+1,625,990
+36% +$6.11M 0.01% 1496
2016
Q1 		$17.7M Buy
4,487,836
+1,172,501
+35% +$4.54M 0.01% 1391
2015
Q4 		$13.5M Buy
3,315,335
+283,227
+9% +$1.21M ﹤0.01% 1732
2015
Q3 		$12.5M Sell
3,032,108
-74,032
-2% -$358K ﹤0.01% 1750
2015
Q2 		$16.2M Buy
3,106,140
+877,637
+39% +$4.76M 0.01% 1682
2015
Q1 		$12.2M Buy
2,228,503
+591,292
+36% +$3.09M ﹤0.01% 1864
2014
Q4 		$8.48M Buy
1,637,211
+14,226
+0.9% +$76.7K ﹤0.01% 2216
2014
Q3 		$9.21M Sell
1,622,985
-32,021
-2% -$181K ﹤0.01% 2104
2014
Q2 		$9.85M Buy
1,655,006
+355,865
+27% +$2.14M ﹤0.01% 2046
2014
Q1 		$8.11M Buy
1,299,141
+143,299
+12% +$875K ﹤0.01% 2128
2013
Q4 		$7.44M Buy
1,155,842
+276,528
+31% +$1.57M ﹤0.01% 2201
2013
Q3 		$4.42M Sell
879,314
-146,918
-14% -$750K ﹤0.01% 2552
2013
Q2 		$4.71M Buy
+1,026,232
New +$4.53M ﹤0.01% 2383

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
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 $926M AUM 45.9% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Morgan Stanley's AEG Position: Q1 2026 in Review

Morgan Stanley reduced its Aegon (AEG) stake by 20% in Q1 2026, selling an estimated $19.5M and leaving 10,520,790 shares worth $76.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Morgan Stanley first reported a position in AEG in Q2 2013 and has held it in 52 quarters since. The position peaked at $111M in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Morgan Stanley held 10,520,790 shares of Aegon worth $76.4M as of Q1 2026.
  • Morgan Stanley sold 2,611,132 Aegon shares in Q1 2026, an estimated $19.5M.
  • Aegon made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1670 holding.
  • Morgan Stanley first reported a position in Aegon in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Aegon position peaked at $111M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.