Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Agilysys AGYS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.1K Buy
915
+593
+184% +$51.5K ﹤0.01% 3616
2025
Q4 		$38K Buy
322
+27
+9% +$3.25K ﹤0.01% 3796
2025
Q3 		$31K Buy
295
+3
+1% +$332 ﹤0.01% 3852
2025
Q2 		$33K Buy
292
+28
+11% +$2.53K ﹤0.01% 3573
2025
Q1 		$19K Sell
264
-419
-61% -$38.3K ﹤0.01% 3693
2024
Q4 		$90K Buy
683
+10
+1% +$1.22K ﹤0.01% 2350
2024
Q3 		$73K Buy
673
+423
+169% +$45.3K ﹤0.01% 2393
2024
Q2 		$26K Buy
250
+199
+390% +$17.9K ﹤0.01% 2934
2024
Q1 		$4K Buy
51
+32
+168% +$2.59K ﹤0.01% 3720
2023
Q4 		$2K Sell
19
-60
-76% -$4.87K ﹤0.01% 3768
2023
Q3 		$5K Hold
79
– – ﹤0.01% 3416
2023
Q2 		$5K Buy
79
+3
+4% +$226 ﹤0.01% 3408
2023
Q1 		$6K Sell
76
-2
-3% -$162 ﹤0.01% 3185
2022
Q4 		$6K Buy
78
+29
+59% +$1.85K ﹤0.01% 3049
2022
Q3 		$3K Buy
+49
New +$2.47K ﹤0.01% 3259
2022
Q1 		– Sell
-9
Closed – – 3495
2021
Q4 		$0 Buy
+9
New +$428 ﹤0.01% 3472

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGYS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Agilysys (AGYS) stake by 184% in Q1 2026, buying an estimated $51.5K and bringing the position to 915 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

Carson Wealth (CWM LLC) first reported a position in AGYS in Q4 2021 and has held it in 16 quarters since. The position peaked at $90K in Q4 2024. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 915 shares of Agilysys worth $65.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 593 Agilysys shares in Q1 2026, an estimated $51.5K.
  • Agilysys made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3616 holding.
  • Carson Wealth (CWM LLC) first reported a position in Agilysys in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Agilysys position peaked at $90K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.