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Asset Advisors Investment Management’s Agilon Health AGL Stock Holding History

Asset Advisors Investment Management’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
Q3 		– Sell
-3,204
Closed -$184K – 111
2025
Q2 		$184K Buy
+3,204
New +$257K 0.02% 110

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Asset Advisors Investment Management's AGL Position: Q3 2025 in Review

Asset Advisors Investment Management sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 3,204 shares — an estimated $184K sold.

Asset Advisors Investment Management first reported a position in AGL in Q2 2025 and held it in 1 quarter. The position peaked at $184K in Q2 2025. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

  • Asset Advisors Investment Management reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
  • Asset Advisors Investment Management sold 3,204 Agilon Health shares in Q3 2025, an estimated $184K.
  • Asset Advisors Investment Management first reported a position in Agilon Health in Q2 2025 and held it in 1 quarter.
  • Asset Advisors Investment Management's Agilon Health position peaked at $184K in Q2 2025.
  • 190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Asset Advisors Investment Management's 13F filing for Q3 2025, filed 23 Oct 2025.