AssetMark Inc
AGL icon

AssetMark Inc’s Agilon Health AGL Stock Holding History

AssetMark Inc’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
-15
Closed -$853 – 3183
2025
Q2 		$853 Sell
15
-20
-57% -$1.6K ﹤0.01% 2644
2025
Q1 		$3.78K Buy
+35
New +$3.05K ﹤0.01% 2051
2022
Q4 		– Sell
-3
Closed -$2K – 1590
2022
Q3 		$2K Buy
+3
New +$1.8K ﹤0.01% 1374

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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

AssetMark Inc's AGL Position: Q3 2025 in Review

AssetMark Inc sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 15 shares — an estimated $853 sold.

AssetMark Inc first reported a position in AGL in Q3 2022 and held it in 3 quarters. The position peaked at $3.78K in Q1 2025. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

  • AssetMark Inc reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
  • AssetMark Inc sold 15 Agilon Health shares in Q3 2025, an estimated $853.
  • AssetMark Inc first reported a position in Agilon Health in Q3 2022 and held it in 3 quarters.
  • AssetMark Inc's Agilon Health position peaked at $3.78K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on AssetMark Inc's 13F filing for Q3 2025, filed 6 Nov 2025.