Davern Capital Partners’s argenx ARGX Stock Holding History

Davern Capital Partners’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	–	Sell	-35,045	Closed	-$25.6M	–	17
2026 Q1	$25.6M	Sell	35,045 -640	-2%	-$501K	7.02%	7
2025 Q4	$30M	Buy	+35,685	New	+$30.5M	9.7%	5

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

Davern Capital Partners's ARGX Position: Q2 2026 in Review

Davern Capital Partners sold out of argenx (ARGX) in Q2 2026, closing a stake of 35,045 shares — an estimated $25.6M sold.

Davern Capital Partners first reported a position in ARGX in Q4 2025 and held it in 2 quarters. The position peaked at $30M in Q4 2025. 506 funds tracked by Wall St. Rank hold ARGX as of Q2 2026.

Davern Capital Partners reported no remaining argenx position as of Q2 2026 after selling out during the quarter.
Davern Capital Partners sold 35,045 argenx shares in Q2 2026, an estimated $25.6M.
Davern Capital Partners first reported a position in argenx in Q4 2025 and held it in 2 quarters.
Davern Capital Partners's argenx position peaked at $30M in Q4 2025.
506 funds tracked by Wall St. Rank held argenx as of Q2 2026.

Based on Davern Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.