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Root Financial Partners’s Agios Pharmaceuticals AGIO Stock Holding History

Root Financial Partners’s Portfolio AGIO Stock Details AGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-44
Closed -$1.49K – 476
2026
Q1 		$1.49K Sell
44
-22
-33% -$624 ﹤0.01% 2441
2025
Q4 		$1.8K Sell
66
-40
-38% -$1.4K ﹤0.01% 2005
2025
Q3 		$4.25K Buy
+106
New +$3.99K ﹤0.01% 1783

Other funds holding AGIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Root Financial Partners's AGIO Position: Q2 2026 in Review

Root Financial Partners sold out of Agios Pharmaceuticals (AGIO) in Q2 2026, closing a stake of 44 shares — an estimated $1.49K sold.

Root Financial Partners first reported a position in AGIO in Q3 2025 and held it in 3 quarters. The position peaked at $4.25K in Q3 2025. 238 funds tracked by Wall St. Rank hold AGIO as of Q2 2026.

  • Root Financial Partners reported no remaining Agios Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 44 Agios Pharmaceuticals shares in Q2 2026, an estimated $1.49K.
  • Root Financial Partners first reported a position in Agios Pharmaceuticals in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Agios Pharmaceuticals position peaked at $4.25K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.