Arkadios Wealth Advisors’s Agilon Health AGL Stock Holding History

Arkadios Wealth Advisors’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	–	Sell	-779	Closed	-$13.4K	–	1697
2025 Q4	$13.4K	Buy	+779	New	+$15.1K	﹤0.01%	1556

Other funds holding AGL

CDR

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

NPCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

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

Arkadios Wealth Advisors's AGL Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 779 shares — an estimated $13.4K sold.

Arkadios Wealth Advisors first reported a position in AGL in Q4 2025 and held it in 1 quarter. The position peaked at $13.4K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Arkadios Wealth Advisors reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 779 Agilon Health shares in Q1 2026, an estimated $13.4K.
Arkadios Wealth Advisors first reported a position in Agilon Health in Q4 2025 and held it in 1 quarter.
Arkadios Wealth Advisors's Agilon Health position peaked at $13.4K in Q4 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.