Rothwell Investment Advisors, LLC’s Agilon Health AGL Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$955	Buy	+12	New	+$1.17K	﹤0.01%	1072

Other funds holding AGL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AGL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Agilon Health (AGL) in Q3 2026: 12 shares worth $955. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

63 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

Rothwell Investment Advisors, LLC held 12 shares of Agilon Health worth $955 as of Q3 2026.
Agilon Health was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Agilon Health made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1072 holding.
63 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.