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Wealthspire Advisors (New York)’s Aegon AEG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-272
Closed -$2.17K – 1062
2025
Q3 		$2.17K Buy
+272
New +$2.03K ﹤0.01% 2590
2019
Q1 		– Sell
-1,162
Closed -$5K – 62
2018
Q4 		$5K Buy
+1,162
New +$5.67K ﹤0.01% 632

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s AEG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Aegon (AEG) in Q4 2025, closing a stake of 272 shares — an estimated $2.17K sold.

Wealthspire Advisors (New York) first reported a position in AEG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 272 Aegon shares in Q4 2025, an estimated $2.17K.
  • Wealthspire Advisors (New York) first reported a position in Aegon in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Aegon position peaked at $5K in Q4 2018.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.