Cetera Investment Advisers
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Cetera Investment Advisers’s Agilon Health AGL Stock Holding History

Cetera Investment Advisers’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
-501
Closed -$54.2K – 4088
2025
Q1 		$54.2K Buy
+501
New +$43.6K ﹤0.01% 3847
2024
Q4 		– Sell
-400
Closed -$39.3K – 3769
2024
Q3 		$39.3K Sell
400
-886
-69% -$114K ﹤0.01% 3615
2024
Q2 		$210K Buy
1,286
+132
+11% +$18.8K ﹤0.01% 3326
2024
Q1 		$176K Buy
+1,154
New +$192K ﹤0.01% 3383

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
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

Cetera Investment Advisers's AGL Position: Q2 2025 in Review

Cetera Investment Advisers sold out of Agilon Health (AGL) in Q2 2025, closing a stake of 501 shares — an estimated $54.2K sold.

Cetera Investment Advisers first reported a position in AGL in Q1 2024 and held it in 4 quarters. The position peaked at $210K in Q2 2024. 205 funds tracked by Wall St. Rank hold AGL as of Q2 2025.

  • Cetera Investment Advisers reported no remaining Agilon Health position as of Q2 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 501 Agilon Health shares in Q2 2025, an estimated $54.2K.
  • Cetera Investment Advisers first reported a position in Agilon Health in Q1 2024 and held it in 4 quarters.
  • Cetera Investment Advisers's Agilon Health position peaked at $210K in Q2 2024.
  • 205 funds tracked by Wall St. Rank held Agilon Health as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.