ORG Wealth Partners’s Aegon AEG Stock Holding History

ORG Wealth Partners’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 Q2	$4.02K	Sell	476 -49	-9%	-$404	﹤0.01%	597
2026 Q1	$3.81K	Buy	525 +45	+9%	+$335	﹤0.01%	564
2025 Q4	$3.7K	Hold	480	–	–	﹤0.01%	536
2025 Q3	$3.83K	Hold	480	–	–	﹤0.01%	547
2025 Q2	$3.48K	Sell	480 -31	-6%	-$207	﹤0.01%	575
2025 Q1	$3.38K	Hold	511	–	–	﹤0.01%	647
2024 Q4	$3.01K	Hold	511	–	–	﹤0.01%	456
2024 Q3	$3.26K	Buy	+511	New	+$3.16K	﹤0.01%	431

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ORG Wealth Partners's AEG Position: Q2 2026 in Review

ORG Wealth Partners reduced its Aegon (AEG) stake by 9.3% in Q2 2026, selling an estimated $404 and leaving 476 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

ORG Wealth Partners first reported a position in AEG in Q3 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

ORG Wealth Partners held 476 shares of Aegon worth $4.02K as of Q2 2026.
ORG Wealth Partners sold 49 Aegon shares in Q2 2026, an estimated $404.
Aegon made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #597 holding.
ORG Wealth Partners first reported a position in Aegon in Q3 2024 and has held it in 8 quarters since.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.