BTI
AGL icon

Blue Trust Inc’s Agilon Health AGL Stock Holding History

Blue Trust 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
2026
Q1 		$680 Sell
86
-1
-1% -$16 ﹤0.01% 2308
2025
Q4 		$1.5K Hold
87
– – ﹤0.01% 2196
2025
Q3 		$2.24K Hold
87
– – ﹤0.01% 2136
2025
Q2 		$5K Hold
87
– – ﹤0.01% 2004
2025
Q1 		$9.41K Hold
87
– – ﹤0.01% 1915
2024
Q4 		$4.13K Sell
87
-7
-7% -$423 ﹤0.01% 2121
2024
Q3 		$15.3K Buy
94
+7
+8% +$904 ﹤0.01% 2050
2024
Q2 		$13.3K Hold
87
– – ﹤0.01% 1829
2024
Q1 		$13.3K Hold
87
– – ﹤0.01% 1372
2023
Q4 		$39K Hold
87
– – ﹤0.01% 1014
2023
Q3 		$38K Buy
+87
New +$39.3K ﹤0.01% 936
2023
Q2 		– Sell
-1
Closed – – 1999
2023
Q1 		$0 Buy
+1
New +$560 ﹤0.01% 2275

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return