Cerity Partners
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Cerity Partners’s Agilon Health AGL Stock Holding History

Cerity Partners’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 		$2.68M Sell
24,972
-1,148
-4% -$75.2K ﹤0.01% 1425
2026
Q1 		$207K Buy
26,120
+10,003
+62% +$162K ﹤0.01% 2865
2025
Q4 		$277K Buy
+16,117
New +$313K ﹤0.01% 2452
2025
Q3 		– Sell
-1,183
Closed -$68K – 2743
2025
Q2 		$68K Sell
1,183
-542
-31% -$43.5K ﹤0.01% 2526
2025
Q1 		$187K Buy
1,725
+999
+138% +$86.9K ﹤0.01% 2234
2024
Q4 		$34.5K Buy
+726
New +$43.9K ﹤0.01% 2389

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

Cerity Partners's AGL Position: Q2 2026 in Review

Cerity Partners reduced its Agilon Health (AGL) stake by 4.4% in Q2 2026, selling an estimated $75.2K and leaving 24,972 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Cerity Partners first reported a position in AGL in Q4 2024 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Cerity Partners held 24,972 shares of Agilon Health worth $2.68M as of Q2 2026.
  • Cerity Partners sold 1,148 Agilon Health shares in Q2 2026, an estimated $75.2K.
  • Agilon Health made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1425 holding.
  • Cerity Partners first reported a position in Agilon Health in Q4 2024 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.