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Measured Wealth Private Client Group’s Agilysys AGYS Stock Holding History

Measured Wealth Private Client Group’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.2K Buy
424
+39
+10% +$3.39K 0.01% 377
2025
Q4 		$45.8K Sell
385
-20
-5% -$2.41K 0.01% 321
2025
Q3 		$42.6K Buy
+405
New +$44.8K 0.01% 321

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Measured Wealth Private Client Group's AGYS Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Agilysys (AGYS) stake by 10% in Q1 2026, buying an estimated $3.39K and bringing the position to 424 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #377.

Measured Wealth Private Client Group first reported a position in AGYS in Q3 2025 and has held it in 3 quarters since. The position peaked at $45.8K in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Measured Wealth Private Client Group held 424 shares of Agilysys worth $30.2K as of Q1 2026.
  • Measured Wealth Private Client Group bought 39 Agilysys shares in Q1 2026, an estimated $3.39K.
  • Agilysys made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #377 holding.
  • Measured Wealth Private Client Group first reported a position in Agilysys in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Agilysys position peaked at $45.8K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.