Wealthstar Advisors’s Aegon AEG Stock Holding History

Wealthstar 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 Q2	$670K	Sell	79,424 -54,090	-41%	-$446K	0.2%	64
2026 Q1	$969K	Buy	133,514 +48,293	+57%	+$360K	0.45%	54
2025 Q4	$657K	Buy	85,221 +962	+1%	+$7.36K	0.29%	65
2025 Q3	$673K	Sell	84,259 -12,735	-13%	-$95.1K	0.27%	71
2025 Q2	$702K	Buy	96,994 +1,955	+2%	+$13.1K	0.26%	70
2025 Q1	$626K	Sell	95,039 -7,047	-7%	-$45.1K	0.29%	77
2024 Q4	$601K	Buy	+102,086	New	+$640K	0.26%	76
2024 Q2	–	Sell	-96,697	Closed	-$585K	–	29
2024 Q1	$585K	Buy	96,697 +4,028	+4%	+$23.4K	0.2%	67
2023 Q4	$534K	Buy	92,669 +35,411	+62%	+$184K	0.09%	64
2023 Q3	$275K	Buy	+57,258	New	+$295K	0.11%	86

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

Wealthstar Advisors's AEG Position: Q2 2026 in Review

Wealthstar Advisors reduced its Aegon (AEG) stake by 41% in Q2 2026, selling an estimated $446K and leaving 79,424 shares worth $670K. The position accounts for 0.2% of the portfolio, ranked #64.

Wealthstar Advisors first reported a position in AEG in Q3 2023 and has held it in 10 quarters since. The position peaked at $969K in Q1 2026. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Wealthstar Advisors held 79,424 shares of Aegon worth $670K as of Q2 2026.
Wealthstar Advisors sold 54,090 Aegon shares in Q2 2026, an estimated $446K.
Aegon made up 0.2% of Wealthstar Advisors's portfolio in Q2 2026, its #64 holding.
Wealthstar Advisors first reported a position in Aegon in Q3 2023 and has held it in 10 quarters since.
Wealthstar Advisors's Aegon position peaked at $969K in Q1 2026.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.