Everhart Financial Group’s AGNT Inc AGNT Stock Holding History

Everhart Financial Group’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	$282K	Sell	52,172 -10,212	-16%	-$56.3K	0.02%	388
2026 Q1	$374K	Buy	62,384 +8,456	+16%	+$65.4K	0.03%	327
2025 Q4	$488K	Sell	53,928 -2,430	-4%	-$25.7K	0.05%	265
2025 Q3	$601K	Buy	56,358 +9,675	+21%	+$102K	0.06%	225
2025 Q2	$425K	Sell	46,683 -6,658	-12%	-$58.1K	0.05%	247
2025 Q1	$522K	Sell	53,341 -195	-0.4%	-$2.07K	0.07%	199
2024 Q4	$616K	Hold	53,536	–	–	0.13%	155
2024 Q3	$754K	Buy	53,536 +4,255	+9%	+$54.8K	0.17%	138
2024 Q2	$556K	Buy	49,281 +11	+0%	+$120	0.14%	147
2024 Q1	$509K	Buy	49,270 +184	+0.4%	+$2.26K	0.15%	142
2023 Q4	$762K	Hold	49,086	–	–	0.27%	73
2023 Q3	$797K	Buy	49,086 +4,472	+10%	+$92.3K	0.34%	61
2023 Q2	$905K	Buy	+44,614	New	+$667K	0.37%	58

Other funds holding AGNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Baring Financial Bellingham, Washington $182M AUM 20.14% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Everhart Financial Group's AGNT Position: Q2 2026 in Review

Everhart Financial Group reduced its AGNT Inc (AGNT) stake by 16% in Q2 2026, selling an estimated $56.3K and leaving 52,172 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #388.

Everhart Financial Group first reported a position in AGNT in Q2 2023 and has held it in 13 quarters since. The position peaked at $905K in Q2 2023. 97 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

Everhart Financial Group held 52,172 shares of AGNT Inc worth $282K as of Q2 2026.
Everhart Financial Group sold 10,212 AGNT Inc shares in Q2 2026, an estimated $56.3K.
AGNT Inc made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #388 holding.
Everhart Financial Group first reported a position in AGNT Inc in Q2 2023 and has held it in 13 quarters since.
Everhart Financial Group's AGNT Inc position peaked at $905K in Q2 2023.
97 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.