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Modern Wealth Management’s Argan AGX Stock Holding History

Modern Wealth Management’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 		$374K Sell
468
-160
-25% -$106K ﹤0.01% 803
2026
Q1 		$359K Sell
628
-14
-2% -$5.71K 0.01% 664
2025
Q4 		$201K Buy
+642
New +$204K ﹤0.01% 811

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

Modern Wealth Management's AGX Position: Q2 2026 in Review

Modern Wealth Management reduced its Argan (AGX) stake by 25% in Q2 2026, selling an estimated $106K and leaving 468 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Modern Wealth Management first reported a position in AGX in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Modern Wealth Management held 468 shares of Argan worth $374K as of Q2 2026.
  • Modern Wealth Management sold 160 Argan shares in Q2 2026, an estimated $106K.
  • Argan made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #803 holding.
  • Modern Wealth Management first reported a position in Argan in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.