Checchi Capital Advisers’s Agilon Health AGL Stock Holding History

Checchi Capital 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
2026 Q2	–	Sell	-10,000	Closed	-$79.1K	–	612
2026 Q1	$79.1K	Hold	10,000	–	–	﹤0.01%	601
2025 Q4	$172K	Hold	10,000	–	–	0.01%	537
2025 Q3	$258K	Hold	10,000	–	–	0.01%	478
2025 Q2	$575K	Hold	10,000	–	–	0.03%	306
2025 Q1	$1.08M	Sell	10,000 -838	-8%	-$72.9K	0.06%	204
2024 Q4	$515K	Sell	10,838 -93	-0.9%	-$5.62K	0.03%	314
2024 Q3	$1.07M	Hold	10,931	–	–	0.06%	191
2024 Q2	$1.79M	Buy	10,931 +353	+3%	+$50.3K	0.09%	125
2024 Q1	$1.61M	Buy	10,578 +277	+3%	+$46.1K	0.13%	139
2023 Q4	$3.23M	Buy	10,301 +99	+1%	+$35.8K	0.26%	80
2023 Q3	$4.53M	Hold	10,202	–	–	0.42%	60
2023 Q2	$4.42M	Buy	10,202 +139	+1%	+$78.1K	0.4%	62
2023 Q1	$5.98M	Hold	10,063	–	–	0.58%	48
2022 Q4	$4.06M	Buy	10,063 +60	+0.6%	+$28.1K	0.42%	60
2022 Q3	$5.86M	Hold	10,003	–	–	0.55%	46
2022 Q2	$6.26M	Buy	10,003 +3	+0%	+$1.52K	0.54%	44
2022 Q1	$6.34M	Hold	10,000	–	–	0.54%	41
2021 Q4	$6.75M	Buy	+10,000	New	+$6.08M	0.59%	30

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Checchi Capital Advisers's AGL Position: Q2 2026 in Review

Checchi Capital Advisers sold out of Agilon Health (AGL) in Q2 2026, closing a stake of 10,000 shares — an estimated $79.1K sold.

Checchi Capital Advisers first reported a position in AGL in Q4 2021 and held it in 18 quarters. The position peaked at $6.75M in Q4 2021. 51 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Checchi Capital Advisers reported no remaining Agilon Health position as of Q2 2026 after selling out during the quarter.
Checchi Capital Advisers sold 10,000 Agilon Health shares in Q2 2026, an estimated $79.1K.
Checchi Capital Advisers first reported a position in Agilon Health in Q4 2021 and held it in 18 quarters.
Checchi Capital Advisers's Agilon Health position peaked at $6.75M in Q4 2021.
51 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.