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Shelton Capital Management’s Assured Guaranty AGO Stock Holding History

Shelton Capital Management’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
2,502
+42
+2% +$3.32K ﹤0.01% 718
2026
Q1 		$200K Hold
2,460
– – ﹤0.01% 688
2025
Q4 		$221K Sell
2,460
-196
-7% -$16.9K ﹤0.01% 622
2025
Q3 		$225K Sell
2,656
-92
-3% -$7.64K ﹤0.01% 638
2025
Q2 		$239K Sell
2,748
-73
-3% -$6.22K 0.01% 591
2025
Q1 		$249K Sell
2,821
-110
-4% -$9.87K 0.01% 558
2024
Q4 		$264K Sell
2,931
-210
-7% -$18.4K 0.01% 557
2024
Q3 		$250K Hold
3,141
– – 0.01% 592
2024
Q2 		$242K Sell
3,141
-255
-8% -$19.9K 0.01% 587
2024
Q1 		$296K Sell
3,396
-135
-4% -$11.4K 0.01% 539
2023
Q4 		$264K Sell
3,531
-186
-5% -$12.3K 0.01% 560
2023
Q3 		$225K Sell
3,717
-549
-13% -$32.6K 0.01% 602
2023
Q2 		$238K Sell
4,266
-265
-6% -$14.1K 0.01% 615
2023
Q1 		$228K Buy
4,531
+1,000
+28% +$58.1K 0.01% 619
2022
Q4 		$220K Sell
3,531
-1,502
-30% -$89K 0.02% 598
2022
Q3 		$244K Sell
5,033
-364
-7% -$19.5K 0.01% 538
2022
Q2 		$301K Hold
5,397
– – 0.01% 471
2022
Q1 		$344K Sell
5,397
-239
-4% -$13.7K 0.01% 487
2021
Q4 		$283K Sell
5,636
-317
-5% -$16.3K 0.01% 587
2021
Q3 		$279K Hold
5,953
– – 0.01% 586
2021
Q2 		$283K Sell
5,953
-420
-7% -$19.7K 0.01% 606
2021
Q1 		$269K Sell
6,373
-243
-4% -$9.72K 0.01% 606
2020
Q4 		$208K Buy
+6,616
New +$194K 0.01% 673

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Shelton Capital Management's AGO Position: Q2 2026 in Review

Shelton Capital Management increased its Assured Guaranty (AGO) stake by 1.7% in Q2 2026, buying an estimated $3.32K and bringing the position to 2,502 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Shelton Capital Management first reported a position in AGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $344K in Q1 2022. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Shelton Capital Management held 2,502 shares of Assured Guaranty worth $201K as of Q2 2026.
  • Shelton Capital Management bought 42 Assured Guaranty shares in Q2 2026, an estimated $3.32K.
  • Assured Guaranty made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #718 holding.
  • Shelton Capital Management first reported a position in Assured Guaranty in Q4 2020 and has held it in 23 quarters since.
  • Shelton Capital Management's Assured Guaranty position peaked at $344K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.