Julian Baker’s argenx ARGX Stock Holding History

Julian Baker’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	-25,174	Closed	-$18.4M	–	86
2026 Q1	$18.4M	Hold	25,174	–	–	0.11%	56
2025 Q4	$21.2M	Sell	25,174 -12,586	-33%	-$10.8M	0.12%	50
2025 Q3	$27.9M	Hold	37,760	–	–	0.2%	42
2025 Q2	$20.8M	Sell	37,760 -40,000	-51%	-$23.2M	0.2%	38
2025 Q1	$46M	Sell	77,760 -34,144	-31%	-$21.5M	0.51%	23
2024 Q4	$68.8M	Hold	111,904	–	–	0.74%	20
2024 Q3	$60.7M	Hold	111,904	–	–	0.63%	23
2024 Q2	$48.1M	Sell	111,904 -39,311	-26%	-$15M	0.62%	25
2024 Q1	$59.5M	Hold	151,215	–	–	0.75%	21
2023 Q4	$57.5M	Hold	151,215	–	–	0.65%	19
2023 Q3	$74.3M	Sell	151,215 -128,944	-46%	-$63.1M	0.43%	17
2023 Q2	$109M	Hold	280,159	–	–	0.63%	11
2023 Q1	$104M	Hold	280,159	–	–	0.57%	11
2022 Q4	$106M	Hold	280,159	–	–	0.64%	15
2022 Q3	$98.9M	Sell	280,159 -839,398	-75%	-$311M	0.65%	13
2022 Q2	$424M	Hold	1,119,557	–	–	2.41%	7
2022 Q1	$353M	Hold	1,119,557	–	–	2.03%	7
2021 Q4	$392M	Hold	1,119,557	–	–	1.91%	8
2021 Q3	$338M	Hold	1,119,557	–	–	1.48%	8
2021 Q2	$337M	Hold	1,119,557	–	–	1.48%	9
2021 Q1	$308M	Buy	1,119,557 +100,000	+10%	+$31.6M	1.34%	12
2020 Q4	$300M	Hold	1,019,557	–	–	1.13%	13
2020 Q3	$268M	Hold	1,019,557	–	–	1.07%	12
2020 Q2	$230M	Hold	1,019,557	–	–	1.01%	12
2020 Q1	$134M	Hold	1,019,557	–	–	0.83%	11
2019 Q4	$164M	Hold	1,019,557	–	–	0.87%	12
2019 Q3	$116M	Hold	1,019,557	–	–	0.79%	13
2019 Q2	$144M	Hold	1,019,557	–	–	0.98%	11
2019 Q1	$127M	Hold	1,019,557	–	–	0.81%	12
2018 Q4	$97.9M	Hold	1,019,557	–	–	0.8%	14
2018 Q3	$77.3M	Buy	1,019,557 +57,803	+6%	+$5.12M	0.51%	21
2018 Q2	$79.7M	Hold	961,754	–	–	0.6%	19
2018 Q1	$77.4M	Hold	961,754	–	–	0.66%	19
2017 Q4	$60.7M	Buy	961,754 +861,754	+862%	+$28.2M	0.53%	21
2017 Q3	$2.26M	Hold	100,000	–	–	0.02%	96
2017 Q2	$2.12M	Buy	+100,000	New	+$2.08M	0.02%	86

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

Julian Baker's ARGX Position: Q2 2026 in Review

Julian Baker sold out of argenx (ARGX) in Q2 2026, closing a stake of 25,174 shares — an estimated $18.4M sold.

Julian Baker first reported a position in ARGX in Q2 2017 and held it in 36 quarters. The position peaked at $424M in Q2 2022. 505 funds tracked by Wall St. Rank hold ARGX as of Q2 2026.

Julian Baker reported no remaining argenx position as of Q2 2026 after selling out during the quarter.
Julian Baker sold 25,174 argenx shares in Q2 2026, an estimated $18.4M.
Julian Baker first reported a position in argenx in Q2 2017 and held it in 36 quarters.
Julian Baker's argenx position peaked at $424M in Q2 2022.
505 funds tracked by Wall St. Rank held argenx as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.