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

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPCM

North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisornet Financial's AGL Position: Q4 2025 in Review

Advisornet Financial sold out of Agilon Health (AGL) in Q4 2025, closing a stake of 290 shares — an estimated $7.46K sold.

Advisornet Financial first reported a position in AGL in Q4 2021 and held it in 16 quarters. The position peaked at $226K in Q3 2023. 194 funds tracked by Wall St. Rank hold AGL as of Q4 2025.

Advisornet Financial reported no remaining Agilon Health position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 290 Agilon Health shares in Q4 2025, an estimated $7.46K.
Advisornet Financial first reported a position in Agilon Health in Q4 2021 and held it in 16 quarters.
Advisornet Financial's Agilon Health position peaked at $226K in Q3 2023.
194 funds tracked by Wall St. Rank held Agilon Health as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.