IWC
AGX icon

Integrated Wealth Concepts’s Argan AGX Stock Holding History

Integrated Wealth Concepts’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 		$525K Sell
657
-116
-15% -$77.2K ﹤0.01% 1748
2026
Q1 		$421K Buy
+773
New +$315K ﹤0.01% 1647

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

Integrated Wealth Concepts's AGX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Argan (AGX) stake by 15% in Q2 2026, selling an estimated $77.2K and leaving 657 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Integrated Wealth Concepts first reported a position in AGX in Q1 2026 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Integrated Wealth Concepts held 657 shares of Argan worth $525K as of Q2 2026.
  • Integrated Wealth Concepts sold 116 Argan shares in Q2 2026, an estimated $77.2K.
  • Argan made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1748 holding.
  • Integrated Wealth Concepts first reported a position in Argan in Q1 2026 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.