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Montag & Associates’s Argan AGX Stock Holding History

Montag & Associates’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 		$52.7K Sell
66
-44
-40% -$29.3K ﹤0.01% 586
2026
Q1 		$59.9K Buy
110
+13
+13% +$5.3K ﹤0.01% 566
2025
Q4 		$30.4K Buy
+97
New +$30.8K ﹤0.01% 650

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 $3.38T AUM 44.17% 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

Montag & Associates's AGX Position: Q2 2026 in Review

Montag & Associates reduced its Argan (AGX) stake by 40% in Q2 2026, selling an estimated $29.3K and leaving 66 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Montag & Associates first reported a position in AGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.9K in Q1 2026. 566 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Montag & Associates held 66 shares of Argan worth $52.7K as of Q2 2026.
  • Montag & Associates sold 44 Argan shares in Q2 2026, an estimated $29.3K.
  • Argan made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #586 holding.
  • Montag & Associates first reported a position in Argan in Q4 2025 and has held it in 3 quarters since.
  • Montag & Associates's Argan position peaked at $59.9K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.