ForthRight Wealth Management’s AGCO AGCO Stock Holding History

ForthRight Wealth Management’s Portfolio AGCO Stock Details AGCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,050	Closed	-$214K	–	76
2025 Q4	$214K	Buy	2,050 +5	+0.2%	+$532	0.06%	69
2025 Q3	$219K	Buy	2,045 +5	+0.2%	+$552	0.06%	67
2025 Q2	$210K	Buy	+2,040	New	+$194K	0.07%	65
2024 Q2	–	Sell	-1,961	Closed	-$241K	–	65
2024 Q1	$241K	Buy	1,961 +4	+0.2%	+$466	0.09%	58
2023 Q4	$238K	Sell	1,957 -60	-3%	-$7.02K	0.09%	54
2023 Q3	$239K	Buy	2,017 +5	+0.2%	+$635	0.1%	51
2023 Q2	$264K	Buy	2,012 +78	+4%	+$9.67K	0.11%	47
2023 Q1	$261K	Buy	1,934 +4	+0.2%	+$541	0.12%	44
2022 Q4	$268K	Buy	+1,930	New	+$238K	0.14%	41
2022 Q2	–	Sell	-1,842	Closed	-$269K	–	46
2022 Q1	$269K	Sell	1,842 -195	-10%	-$24.6K	0.14%	36
2021 Q4	$236K	Buy	+2,037	New	+$247K	0.13%	40
2021 Q3	–	Sell	-1,564	Closed	-$204K	–	40
2021 Q2	$204K	Buy	1,564 +47	+3%	+$6.62K	0.13%	34
2021 Q1	$218K	Sell	1,517 -502	-25%	-$62.6K	0.15%	34
2020 Q4	$208K	Buy	+2,019	New	+$179K	0.16%	31

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Massachusetts Financial Services

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return