Copia Wealth Management
AGNT icon

Copia Wealth Management’s AGNT Inc AGNT Stock Holding History

Copia Wealth Management’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.1K Buy
10,186
+1,070
+12% +$5.9K 0.03% 204
2026
Q1 		$54.6K Buy
+9,116
New +$70.5K 0.04% 195

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Copia Wealth Management's AGNT Position: Q2 2026 in Review

Copia Wealth Management increased its AGNT Inc (AGNT) stake by 12% in Q2 2026, buying an estimated $5.9K and bringing the position to 10,186 shares worth $55.1K. The position accounts for 0.03% of the portfolio, ranked #204.

Copia Wealth Management first reported a position in AGNT in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

  • Copia Wealth Management held 10,186 shares of AGNT Inc worth $55.1K as of Q2 2026.
  • Copia Wealth Management bought 1,070 AGNT Inc shares in Q2 2026, an estimated $5.9K.
  • AGNT Inc made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Copia Wealth Management first reported a position in AGNT Inc in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.