Atwood & Palmer’s Agilon Health AGL Stock Holding History

Atwood & Palmer’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	–	Sell	-8,400	Closed	-$66.4K	–	496
2026 Q1	$66.4K	Hold	8,400	–	–	﹤0.01%	230
2025 Q4	$145K	Hold	8,400	–	–	0.01%	165
2025 Q3	$216K	Buy	+8,400	New	+$317K	0.01%	152

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $210B AUM 57.28% 1-Year Est. Return

Atwood & Palmer's AGL Position: Q2 2026 in Review

Atwood & Palmer sold out of Agilon Health (AGL) in Q2 2026, closing a stake of 8,400 shares — an estimated $66.4K sold.

Atwood & Palmer first reported a position in AGL in Q3 2025 and held it in 3 quarters. The position peaked at $216K in Q3 2025. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Atwood & Palmer reported no remaining Agilon Health position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 8,400 Agilon Health shares in Q2 2026, an estimated $66.4K.
Atwood & Palmer first reported a position in Agilon Health in Q3 2025 and held it in 3 quarters.
Atwood & Palmer's Agilon Health position peaked at $216K in Q3 2025.
179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.