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Caerus Investment Advisors’s Agilon Health AGL Stock Holding History

Caerus Investment Advisors’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 		$275K Buy
+2,562
New +$168K 0.09% 222
2026
Q1 		– Sell
-1,211
Closed -$20.9K – 286
2025
Q4 		$20.9K Buy
+1,211
New +$23.5K 0.01% 311

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Caerus Investment Advisors's AGL Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Agilon Health (AGL) in Q2 2026: 2,562 shares worth $275K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in AGL as recently as Q4 2025.

Caerus Investment Advisors first reported a position in AGL in Q4 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Caerus Investment Advisors held 2,562 shares of Agilon Health worth $275K as of Q2 2026.
  • Agilon Health was a new Caerus Investment Advisors position in Q2 2026.
  • Agilon Health made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #222 holding.
  • Caerus Investment Advisors first reported a position in Agilon Health in Q4 2025 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.