SHP Wealth Management’s Aegon AEG Stock Holding History

SHP Wealth Management’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	$1.12K	Buy	154 +76	+97%	+$566	﹤0.01%	1433
2025 Q4	$601	Buy	+78	New	+$596	﹤0.01%	1340

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

SHP Wealth Management's AEG Position: Q1 2026 in Review

SHP Wealth Management increased its Aegon (AEG) stake by 97% in Q1 2026, buying an estimated $566 and bringing the position to 154 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

SHP Wealth Management first reported a position in AEG in Q4 2025 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

SHP Wealth Management held 154 shares of Aegon worth $1.12K as of Q1 2026.
SHP Wealth Management bought 76 Aegon shares in Q1 2026, an estimated $566.
Aegon made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1433 holding.
SHP Wealth Management first reported a position in Aegon in Q4 2025 and has held it in 2 quarters since.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.