Avestar Capital’s Agilon Health AGL Stock Holding History

Avestar Capital’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	-781	Closed	-$13.4K	–	511
2025 Q4	$13.4K	Hold	781	–	–	﹤0.01%	483
2025 Q3	$20.1K	Hold	781	–	–	﹤0.01%	481
2025 Q2	$44.9K	Hold	781	–	–	﹤0.01%	487
2025 Q1	$84.6K	Buy	781 +208	+36%	+$18.1K	0.01%	474
2024 Q4	$27.2K	Hold	573	–	–	﹤0.01%	517
2024 Q3	$56.3K	Hold	573	–	–	0.01%	464
2024 Q2	$93.6K	Hold	573	–	–	0.01%	440
2024 Q1	$87.3K	Hold	573	–	–	0.01%	449
2023 Q4	$180K	Hold	573	–	–	0.02%	367
2023 Q3	$254K	Hold	573	–	–	0.04%	286
2023 Q2	$248K	Hold	573	–	–	0.04%	269
2023 Q1	$340K	Sell	573 -400	-41%	-$224K	0.06%	206
2022 Q4	$392K	Hold	973	–	–	0.07%	166
2022 Q3	$570K	Hold	973	–	–	0.15%	105
2022 Q2	$531K	Buy	+973	New	+$492K	0.13%	116

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

Avestar Capital's AGL Position: Q1 2026 in Review

Avestar Capital sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 781 shares — an estimated $13.4K sold.

Avestar Capital first reported a position in AGL in Q2 2022 and held it in 15 quarters. The position peaked at $570K in Q3 2022. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Avestar Capital reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Avestar Capital sold 781 Agilon Health shares in Q1 2026, an estimated $13.4K.
Avestar Capital first reported a position in Agilon Health in Q2 2022 and held it in 15 quarters.
Avestar Capital's Agilon Health position peaked at $570K in Q3 2022.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.