Munro Partners’s Argan AGX Stock Holding History

Munro Partners’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	–	Sell	-13,225	Closed	-$7.2M	–	62
2026 Q1	$7.2M	Buy	+13,225	New	+$5.39M	0.24%	49

Other funds holding AGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Munro Partners's AGX Position: Q2 2026 in Review

Munro Partners sold out of Argan (AGX) in Q2 2026, closing a stake of 13,225 shares — an estimated $7.2M sold.

Munro Partners first reported a position in AGX in Q1 2026 and held it in 1 quarter. The position peaked at $7.2M in Q1 2026. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

Munro Partners reported no remaining Argan position as of Q2 2026 after selling out during the quarter.
Munro Partners sold 13,225 Argan shares in Q2 2026, an estimated $7.2M.
Munro Partners first reported a position in Argan in Q1 2026 and held it in 1 quarter.
Munro Partners's Argan position peaked at $7.2M in Q1 2026.
562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.