Advisornet Financial’s Agilon Health AGL Stock Holding History

Advisornet Financial’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
2025 Q4	–	Sell	-290	Closed	-$7.46K	–	2235
2025 Q3	$7.46K	Hold	290	–	–	﹤0.01%	1607
2025 Q2	$16.7K	Hold	290	–	–	﹤0.01%	1336
2025 Q1	$31.4K	Hold	290	–	–	﹤0.01%	1063
2024 Q4	$13.8K	Hold	290	–	–	﹤0.01%	1239
2024 Q3	$28.5K	Buy	290 +24	+9%	+$3.1K	﹤0.01%	1079
2024 Q2	$43.5K	Sell	266 -108	-29%	-$15.4K	﹤0.01%	861
2024 Q1	$57K	Sell	374 -71	-16%	-$11.8K	0.01%	770
2023 Q4	$140K	Sell	445 -63	-12%	-$22.8K	0.01%	542
2023 Q3	$226K	Buy	508 +46	+10%	+$20.8K	0.02%	432
2023 Q2	$200K	Buy	462 +292	+172%	+$164K	0.02%	472
2023 Q1	$101K	Buy	170 +84	+98%	+$47K	0.01%	617
2022 Q4	$34.8K	Hold	86	–	–	﹤0.01%	891
2022 Q3	$50K	Hold	86	–	–	0.01%	849
2022 Q2	$47K	Hold	86	–	–	﹤0.01%	879
2022 Q1	$55K	Sell	86 -1	-1%	-$515	﹤0.01%	935
2021 Q4	$58K	Buy	+87	New	+$52.9K	﹤0.01%	956

Other funds holding AGL

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return