TWD
AGYS icon

True Wealth Design’s Agilysys AGYS Stock Holding History

True Wealth Design’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
2026
Q2 		$732 Buy
+7
New +$542 ﹤0.01% 2084
2026
Q1 		– Sell
-12
Closed -$1.43K – 2701
2025
Q4 		$1.43K Buy
12
+1
+9% +$120 ﹤0.01% 1580
2025
Q3 		$1.16K Hold
11
– – ﹤0.01% 1700
2025
Q2 		$1.26K Hold
11
– – ﹤0.01% 1371
2025
Q1 		$798 Buy
+11
New +$1K ﹤0.01% 1351

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

True Wealth Design's AGYS Position: Q2 2026 in Review

True Wealth Design opened a new position in Agilysys (AGYS) in Q2 2026: 7 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #2084 among its holdings. This is a return to the name: True Wealth Design previously reported a position in AGYS as recently as Q4 2025.

True Wealth Design first reported a position in AGYS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.43K in Q4 2025. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • True Wealth Design held 7 shares of Agilysys worth $732 as of Q2 2026.
  • Agilysys was a new True Wealth Design position in Q2 2026.
  • Agilysys made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2084 holding.
  • True Wealth Design first reported a position in Agilysys in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Agilysys position peaked at $1.43K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.