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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
Q2 		$46.3K Buy
443
+19
+4% +$1.47K 0.01% 341
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 $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Measured Wealth Private Client Group's AGYS Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Agilysys (AGYS) stake by 4.5% in Q2 2026, buying an estimated $1.47K and bringing the position to 443 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #341.

Measured Wealth Private Client Group first reported a position in AGYS in Q3 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Measured Wealth Private Client Group held 443 shares of Agilysys worth $46.3K as of Q2 2026.
  • Measured Wealth Private Client Group bought 19 Agilysys shares in Q2 2026, an estimated $1.47K.
  • Agilysys made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #341 holding.
  • Measured Wealth Private Client Group first reported a position in Agilysys in Q3 2025 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.