Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Agilon Health AGL Stock Holding History

Carson Wealth (CWM LLC)’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 		$246K Buy
31,048
+15,410
+99% +$249K ﹤0.01% 2548
2025
Q4 		$269K Buy
15,638
+15,284
+4,318% +$296K ﹤0.01% 2322
2025
Q3 		$9K Sell
354
-1,158
-77% -$43.7K ﹤0.01% 4506
2025
Q2 		$87K Buy
1,512
+51
+3% +$4.09K ﹤0.01% 2839
2025
Q1 		$158K Buy
1,461
+972
+199% +$84.6K ﹤0.01% 2076
2024
Q4 		$23K Buy
489
+471
+2,617% +$28.5K ﹤0.01% 3333
2024
Q3 		$2K Sell
18
-345
-95% -$44.5K ﹤0.01% 4344
2024
Q2 		$59K Buy
363
+291
+404% +$41.5K ﹤0.01% 2347
2024
Q1 		$11K Buy
72
+52
+260% +$8.65K ﹤0.01% 3259
2023
Q4 		$6K Sell
20
-43
-68% -$15.6K ﹤0.01% 3390
2023
Q3 		$28K Buy
63
+28
+80% +$12.7K ﹤0.01% 2442
2023
Q2 		$15K Buy
35
+29
+483% +$16.3K ﹤0.01% 2802
2023
Q1 		$4K Sell
6
-7
-54% -$3.92K ﹤0.01% 3348
2022
Q4 		$5K Buy
13
+3
+30% +$1.41K ﹤0.01% 3137
2022
Q3 		$6K Buy
10
+6
+150% +$3.59K ﹤0.01% 2939
2022
Q2 		$2K Buy
+4
New +$2.02K ﹤0.01% 3291
2022
Q1 		– Sell
-1
Closed – – 3494
2021
Q4 		$0 Buy
+1
New +$608 ﹤0.01% 3471

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Carson Wealth (CWM LLC)'s AGL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Agilon Health (AGL) stake by 99% in Q1 2026, buying an estimated $249K and bringing the position to 31,048 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Carson Wealth (CWM LLC) first reported a position in AGL in Q4 2021 and has held it in 17 quarters since. The position peaked at $269K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31,048 shares of Agilon Health worth $246K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,410 Agilon Health shares in Q1 2026, an estimated $249K.
  • Agilon Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2548 holding.
  • Carson Wealth (CWM LLC) first reported a position in Agilon Health in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Agilon Health position peaked at $269K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.