Polen Capital Management
AGX icon

Polen Capital Management’s Argan AGX Stock Holding History

Polen Capital 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 		$8.16M Sell
10,214
-7,767
-43% -$5.17M 0.07% 47
2026
Q1 		$9.79M Sell
17,981
-6,905
-28% -$2.82M 0.07% 35
2025
Q4 		$7.8M Sell
24,886
-12,647
-34% -$4.01M 0.03% 47
2025
Q3 		$10.1M Sell
37,533
-7,288
-16% -$1.67M 0.03% 48
2025
Q2 		$9.88M Buy
+44,821
New +$8.08M 0.03% 46

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

Polen Capital Management's AGX Position: Q2 2026 in Review

Polen Capital Management reduced its Argan (AGX) stake by 43% in Q2 2026, selling an estimated $5.17M and leaving 10,214 shares worth $8.16M. The position accounts for 0.07% of the portfolio, ranked #47.

Polen Capital Management first reported a position in AGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.1M in Q3 2025. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Polen Capital Management held 10,214 shares of Argan worth $8.16M as of Q2 2026.
  • Polen Capital Management sold 7,767 Argan shares in Q2 2026, an estimated $5.17M.
  • Argan made up 0.07% of Polen Capital Management's portfolio in Q2 2026, its #47 holding.
  • Polen Capital Management first reported a position in Argan in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Argan position peaked at $10.1M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.