Braidwell’s argenx ARGX Stock Holding History

Braidwell’s Portfolio ARGX Stock Details ARGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4M	Sell	17,707 -67,232	-79%	-$55.5M	0.61%	58
2026 Q1	$62M	Buy	84,939 +53,932	+174%	+$42.2M	2.07%	16
2025 Q4	$26.1M	Sell	31,007 -45,084	-59%	-$38.6M	0.83%	47
2025 Q3	$56.1M	Sell	76,091 -118,400	-61%	-$78.1M	1.67%	21
2025 Q2	$107M	Buy	194,491 +33,642	+21%	+$19.5M	3.67%	6
2025 Q1	$95.2M	Buy	160,849 +80,083	+99%	+$50.5M	3.35%	6
2024 Q4	$49.7M	Sell	80,766 -15,958	-16%	-$9.35M	1.47%	26
2024 Q3	$52.4M	Sell	96,724 -70,200	-42%	-$35.5M	1.49%	28
2024 Q2	$71.8M	Sell	166,924 -52,900	-24%	-$20.2M	2.25%	16
2024 Q1	$86.5M	Buy	219,824 +66,620	+43%	+$25.8M	2.79%	8
2023 Q4	$58.3M	Buy	+153,204	New	+$71.4M	2.14%	14
2023 Q2	–	Sell	-24,600	Closed	-$9.17M	–	84
2023 Q1	$9.17M	Sell	24,600 -24,600	-50%	-$9.11M	0.3%	67
2022 Q4	$18.6M	Buy	+49,200	New	+$18.4M	0.62%	56

Other funds holding ARGX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

Braidwell's ARGX Position: Q2 2026 in Review

Braidwell reduced its argenx (ARGX) stake by 79% in Q2 2026, selling an estimated $55.5M and leaving 17,707 shares worth $16.4M. The position accounts for 0.61% of the portfolio, ranked #58.

Braidwell first reported a position in ARGX in Q4 2022 and has held it in 13 quarters since. The position peaked at $107M in Q2 2025. 505 funds tracked by Wall St. Rank hold ARGX as of Q2 2026.

Braidwell held 17,707 shares of argenx worth $16.4M as of Q2 2026.
Braidwell sold 67,232 argenx shares in Q2 2026, an estimated $55.5M.
argenx made up 0.61% of Braidwell's portfolio in Q2 2026, its #58 holding.
Braidwell first reported a position in argenx in Q4 2022 and has held it in 13 quarters since.
Braidwell's argenx position peaked at $107M in Q2 2025.
505 funds tracked by Wall St. Rank held argenx as of Q2 2026.

Based on Braidwell's 13F filing for Q2 2026, filed 14 Aug 2026.