AF
AGL icon

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
Q2 		$114K Buy
1,059
+136
+15% +$8.91K ﹤0.01% 1863
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

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Allworth Financial's AGL Position: Q2 2026 in Review

Allworth Financial increased its Agilon Health (AGL) stake by 15% in Q2 2026, buying an estimated $8.91K and bringing the position to 1,059 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Allworth Financial first reported a position in AGL in Q3 2022 and has held it in 13 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Allworth Financial held 1,059 shares of Agilon Health worth $114K as of Q2 2026.
  • Allworth Financial bought 136 Agilon Health shares in Q2 2026, an estimated $8.91K.
  • Agilon Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1863 holding.
  • Allworth Financial first reported a position in Agilon Health in Q3 2022 and has held it in 13 quarters since.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.