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Private Wealth Asset Management’s Agilysys AGYS Stock Holding History

Private Wealth Asset Management’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
2025
Q3 		– Sell
-85
Closed -$9.74K – 1095
2025
Q2 		$9.74K Hold
85
– – ﹤0.01% 668
2025
Q1 		$6.17K Buy
+85
New +$7.77K ﹤0.01% 703

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Private Wealth Asset Management's AGYS Position: Q3 2025 in Review

Private Wealth Asset Management sold out of Agilysys (AGYS) in Q3 2025, closing a stake of 85 shares — an estimated $9.74K sold.

Private Wealth Asset Management first reported a position in AGYS in Q1 2025 and held it in 2 quarters. The position peaked at $9.74K in Q2 2025. 261 funds tracked by Wall St. Rank hold AGYS as of Q3 2025.

  • Private Wealth Asset Management reported no remaining Agilysys position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 85 Agilysys shares in Q3 2025, an estimated $9.74K.
  • Private Wealth Asset Management first reported a position in Agilysys in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Agilysys position peaked at $9.74K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Agilysys as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.