Whipplewood Advisors’s Aegon AEG Stock Holding History

Whipplewood 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	–	Sell	-221	Closed	-$1.6K	–	643
2026 Q1	$1.6K	Buy	+221	New	+$1.65K	﹤0.01%	810
2025 Q3	–	Sell	-221	Closed	-$1.6K	–	311
2025 Q2	$1.6K	Buy	221 +151	+216%	+$1.01K	﹤0.01%	921
2025 Q1	$1.46K	Sell	70 -151	-68%	-$966	﹤0.01%	948
2024 Q4	$1.3K	Buy	+221	New	+$1.39K	﹤0.01%	968

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

Whipplewood Advisors's AEG Position: Q2 2026 in Review

Whipplewood Advisors sold out of Aegon (AEG) in Q2 2026, closing a stake of 221 shares — an estimated $1.6K sold.

Whipplewood Advisors first reported a position in AEG in Q4 2024 and held it in 4 quarters. The position peaked at $1.6K in Q1 2026. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Whipplewood Advisors reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 221 Aegon shares in Q2 2026, an estimated $1.6K.
Whipplewood Advisors first reported a position in Aegon in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Aegon position peaked at $1.6K in Q1 2026.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.