ALPS ADVISORS INC AGIO — Agios Pharmaceutical

Ownership history in ALPS ADVISORS INC  ·  39 quarters on record

AI Ownership Summary

ALPS ADVISORS INC reported Agios Pharmaceutical (AGIO) in 39 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows AGIO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALPS ADVISORS INC's position in Agios Pharmaceutical, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AGIO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGIO stock page ALPS ADVISORS INC fund profile ALPS ADVISORS INC full holdings
How ALPS ADVISORS INC held AGIO — position size vs. price
% of Fund (quarterly)    AGIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 60,059 +12,358 +25.9% 0.01% $2.2M 2026-07-29 $35.01
2026 Q1 REDUCED — — — 47,701 -180 -0.4% 0.01% $1.6M 2026-05-08 $27.79
2025 Q4 ADDED — — — 47,881 +20,327 +73.8% 0.01% $1.3M 2026-02-12 $28.07
2025 Q3 REDUCED 11.9% -32.3% ✅ 27,554 -3,720 -11.9% 0.01% $1.1M 2025-11-05 $40.51
2025 Q2 REDUCED 25.9% +18.1% ❌ 31,274 -10,945 -25.9% 0.01% $1.0M 2025-08-11 $35.08
2025 Q1 REDUCED 8.4% +13.5% ❌ 42,219 -3,892 -8.4% 0.01% $1.2M 2025-04-30 $29.69
2024 Q4 ADDED — — — 46,111 +3,105 +7.2% 0.01% $1.5M 2025-02-13 $33.30
2024 Q3 REDUCED — — — 43,006 -1,286 -2.9% 0.01% $1.9M 2024-11-12 $59.02
2024 Q2 ADDED — — — 44,292 +4,652 +11.7% 0.01% $1.9M 2024-08-13 $45.11
2024 Q1 ADDED — — — 39,640 +1,796 +4.7% 0.01% $1.2M 2024-05-14 $34.14
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AGIO

As of 2026 Q2 — sorted by position size

Erste Asset Management GmbH 0.64% AlphaCentric Advisors LLC 3Y 0.45% OAK RIDGE INVESTMENTS LLC 3Y 7Y 0.05% Hennion & Walsh Asset Management, Inc. 3Y 0.04% China Universal Asset Management Co., Ltd. 3Y 0.02% Diversified Trust Co 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Atria Investments, Inc 3Y 7Y 0.01% Police & Firemen's Retirement System of New Jersey 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0%

FAQ About ALPS ADVISORS INC and AGIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALPS ADVISORS INC reported owning AGIO?

ALPS ADVISORS INC reported AGIO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AGIO position in ALPS ADVISORS INC's portfolio?

The largest reported portfolio weight for AGIO was 0.01% in 2024 Q2.

What is the latest reported AGIO position on this page?

The most recent filing on this page is 2026 Q2, when ALPS ADVISORS INC reported 60,059 shares, equal to 0.01% of portfolio, with an estimated market value of $2.2M.

What does the chart on this AGIO ownership page compare?

The chart compares ALPS ADVISORS INC's quarterly AGIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALPS ADVISORS INC time their AGIO position?

Based on 13F filing dates vs. subsequent AGIO price moves, ALPS ADVISORS INC correctly timed 21 out of 38 reported position changes (55%). The annualised alpha on AGIO relative to SPY over the holding period was -17.5%.

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