Allworth Financial’s Agilon Health AGL Stock Holding History

Allworth 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
2026 Q1	$297	Buy	923 +666	+259%	+$10.8K	﹤0.01%	4851
2025 Q4	$4.42K	Buy	257 +220	+595%	+$4.27K	﹤0.01%	3790
2025 Q3	$952	Sell	37 -24	-39%	-$907	﹤0.01%	4269
2025 Q2	$3.5K	Buy	61 +27	+79%	+$2.17K	﹤0.01%	3458
2025 Q1	$3.25K	Buy	34 +28	+467%	+$2.44K	﹤0.01%	3005
2024 Q4	$558	Sell	6 -203	-97%	-$12.3K	﹤0.01%	3570
2024 Q3	$20.5K	Buy	209 +189	+945%	+$24.4K	﹤0.01%	1900
2024 Q2	$3.39K	Sell	20 -15	-43%	-$2.14K	﹤0.01%	2689
2024 Q1	$5.33K	Buy	+35	New	+$5.82K	﹤0.01%	2380
2023 Q4	–	Sell	-2	Closed	-$675	–	3455
2023 Q3	$675	Buy	+2	New	+$904	﹤0.01%	2970
2023 Q2	–	Sell	-1	Closed	-$333	–	3253
2023 Q1	$333	Buy	+1	New	+$560	﹤0.01%	2921
2022 Q4	–	Sell	-22	Closed	-$13K	–	2996
2022 Q3	$13K	Buy	+22	New	+$13.2K	﹤0.01%	1467

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return