Creative Planning
AGX icon

Creative Planning’s Argan AGX Stock Holding History

Creative Planning’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 		$19.7M Buy
24,730
+2,634
+12% +$1.75M 0.01% 512
2026
Q1 		$12M Buy
22,096
+3,133
+17% +$1.28M 0.01% 610
2025
Q4 		$5.94M Buy
18,963
+1,255
+7% +$398K ﹤0.01% 886
2025
Q3 		$4.78M Buy
17,708
+1,399
+9% +$321K ﹤0.01% 915
2025
Q2 		$3.6M Buy
16,309
+1,826
+13% +$329K ﹤0.01% 931
2025
Q1 		$1.9M Buy
14,483
+974
+7% +$136K ﹤0.01% 1203
2024
Q4 		$1.85M Buy
13,509
+2,893
+27% +$397K ﹤0.01% 1179
2024
Q3 		$1.08M Buy
10,616
+521
+5% +$41.2K ﹤0.01% 1461
2024
Q2 		$739K Buy
10,095
+4,179
+71% +$274K ﹤0.01% 1631
2024
Q1 		$299K Buy
5,916
+1,346
+29% +$63.1K ﹤0.01% 2255
2023
Q4 		$214K Buy
+4,570
New +$208K ﹤0.01% 2364
2017
Q3 		– Sell
-1,915
Closed -$115K – 1919
2017
Q2 		$115K Sell
1,915
-665
-26% -$43K ﹤0.01% 1892
2017
Q1 		$171K Buy
2,580
+2,480
+2,480% +$174K ﹤0.01% 1583
2016
Q4 		$7K Sell
100
-813
-89% -$50.7K ﹤0.01% 3739
2016
Q3 		$54K Buy
913
+813
+813% +$39.9K ﹤0.01% 2296
2016
Q2 		$4K Buy
+100
New +$3.59K ﹤0.01% 3720
2016
Q1 		– Sell
-685
Closed -$22K – 4303
2015
Q4 		$22K Buy
+685
New +$24.7K ﹤0.01% 2765

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

Creative Planning's AGX Position: Q2 2026 in Review

Creative Planning increased its Argan (AGX) stake by 12% in Q2 2026, buying an estimated $1.75M and bringing the position to 24,730 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #512.

Creative Planning first reported a position in AGX in Q4 2015 and has held it in 17 quarters since. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Creative Planning held 24,730 shares of Argan worth $19.7M as of Q2 2026.
  • Creative Planning bought 2,634 Argan shares in Q2 2026, an estimated $1.75M.
  • Argan made up 0.01% of Creative Planning's portfolio in Q2 2026, its #512 holding.
  • Creative Planning first reported a position in Argan in Q4 2015 and has held it in 17 quarters since.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.