Wealth Enhancement Advisory Services
AGYS icon

Wealth Enhancement Advisory Services’s Agilysys AGYS Stock Holding History

Wealth Enhancement Advisory Services’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 		$148K Sell
6,216
-1,038
-14% -$80.4K ﹤0.01% 3700
2026
Q1 		$57.2K Buy
7,254
+6,615
+1,035% +$574K ﹤0.01% 3412
2025
Q4 		$80.7K Buy
639
+161
+34% +$19.4K ﹤0.01% 3475
2025
Q3 		$51.9K Buy
+478
New +$52.9K ﹤0.01% 3426

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

Wealth Enhancement Advisory Services's AGYS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Agilysys (AGYS) stake by 14% in Q2 2026, selling an estimated $80.4K and leaving 6,216 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

Wealth Enhancement Advisory Services first reported a position in AGYS in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,216 shares of Agilysys worth $148K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,038 Agilysys shares in Q2 2026, an estimated $80.4K.
  • Agilysys made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3700 holding.
  • Wealth Enhancement Advisory Services first reported a position in Agilysys in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.