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Castle Rock Wealth Management’s Argan AGX Stock Holding History

Castle Rock Wealth Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Buy
+537
New +$357K 0.08% 186

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Castle Rock Wealth Management's AGX Position: Q2 2026 in Review

Castle Rock Wealth Management opened a new position in Argan (AGX) in Q2 2026: 537 shares worth $411K. The stake represents 0.08% of the portfolio and ranks #186 among its holdings.

563 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Castle Rock Wealth Management held 537 shares of Argan worth $411K as of Q2 2026.
  • Argan was a new Castle Rock Wealth Management position in Q2 2026.
  • Argan made up 0.08% of Castle Rock Wealth Management's portfolio in Q2 2026, its #186 holding.
  • 563 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.