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Beirne Wealth Consulting Services’s Agilon Health AGL Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		– Sell
-860
Closed -$93.1K – 104
2025
Q1 		$93.1K Buy
+860
New +$74.8K 0.03% 100

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Beirne Wealth Consulting Services's AGL Position: Q2 2025 in Review

Beirne Wealth Consulting Services sold out of Agilon Health (AGL) in Q2 2025, closing a stake of 860 shares — an estimated $93.1K sold.

Beirne Wealth Consulting Services first reported a position in AGL in Q1 2025 and held it in 1 quarter. The position peaked at $93.1K in Q1 2025. 205 funds tracked by Wall St. Rank hold AGL as of Q2 2025.

  • Beirne Wealth Consulting Services reported no remaining Agilon Health position as of Q2 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 860 Agilon Health shares in Q2 2025, an estimated $93.1K.
  • Beirne Wealth Consulting Services first reported a position in Agilon Health in Q1 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Agilon Health position peaked at $93.1K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Agilon Health as of Q2 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2025, filed 4 Aug 2025.