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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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. 18 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.
  • 18 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.