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Wealthcare Advisory Partners’s AGNC Investment AGNC Stock Holding History

Wealthcare Advisory Partners’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Sell
25,024
-7,451
-23% -$78.5K 0.01% 916
2026
Q1 		$326K Sell
32,475
-167
-0.5% -$1.85K 0.01% 848
2025
Q4 		$350K Sell
32,642
-4,885
-13% -$50.2K 0.01% 812
2025
Q3 		$367K Buy
37,527
+11,834
+46% +$115K 0.01% 771
2025
Q2 		$236K Buy
25,693
+5,702
+29% +$51K 0.01% 878
2025
Q1 		$192K Buy
19,991
+2,465
+14% +$24.6K 0.01% 871
2024
Q4 		$161K Buy
17,526
+5,826
+50% +$56.8K ﹤0.01% 867
2024
Q3 		$122K Buy
11,700
+24
+0.2% +$244 ﹤0.01% 856
2024
Q2 		$111K Sell
11,676
-660
-5% -$6.32K ﹤0.01% 809
2024
Q1 		$122K Buy
12,336
+559
+5% +$5.39K ﹤0.01% 786
2023
Q4 		$116K Buy
11,777
+194
+2% +$1.71K ﹤0.01% 738
2023
Q3 		$109K Buy
11,583
+1,547
+15% +$15.3K 0.01% 685
2023
Q2 		$102K Buy
+10,036
New +$97.5K ﹤0.01% 710
2023
Q1 		– Sell
-10,642
Closed -$110K – 694
2022
Q4 		$110K Buy
+10,642
New +$97.2K 0.01% 680
2022
Q1 		– Sell
-10,140
Closed -$153K – 541
2021
Q4 		$153K Sell
10,140
-2,200
-18% -$34.9K 0.01% 559
2021
Q3 		$195K Sell
12,340
-2,500
-17% -$40.5K 0.01% 523
2021
Q2 		$251K Sell
14,840
-300
-2% -$5.33K 0.02% 463
2021
Q1 		$254K Buy
15,140
+4,140
+38% +$66.9K 0.02% 432
2020
Q4 		$172K Buy
+11,000
New +$163K 0.02% 406
2017
Q4 		– Sell
-715
Closed -$15K – 1068
2017
Q3 		$15K Buy
+715
New +$15.3K ﹤0.01% 470

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Wealthcare Advisory Partners's AGNC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its AGNC Investment (AGNC) stake by 23% in Q2 2026, selling an estimated $78.5K and leaving 25,024 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #916.

Wealthcare Advisory Partners first reported a position in AGNC in Q3 2017 and has held it in 20 quarters since. The position peaked at $367K in Q3 2025. 185 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Wealthcare Advisory Partners held 25,024 shares of AGNC Investment worth $273K as of Q2 2026.
  • Wealthcare Advisory Partners sold 7,451 AGNC Investment shares in Q2 2026, an estimated $78.5K.
  • AGNC Investment made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #916 holding.
  • Wealthcare Advisory Partners first reported a position in AGNC Investment in Q3 2017 and has held it in 20 quarters since.
  • Wealthcare Advisory Partners's AGNC Investment position peaked at $367K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.