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Chicago Partners Investment Group’s Agilon Health AGL Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-575
Closed -$14.3K – 1490
2025
Q4 		$14.3K Buy
+575
New +$11.2K ﹤0.01% 1293

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 $287B AUM 42.33% 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 $27.8B AUM 46.46% 1-Year Est. Return

Chicago Partners Investment Group's AGL Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 575 shares — an estimated $14.3K sold.

Chicago Partners Investment Group first reported a position in AGL in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 575 Agilon Health shares in Q1 2026, an estimated $14.3K.
  • Chicago Partners Investment Group first reported a position in Agilon Health in Q4 2025 and held it in 1 quarter.
  • Chicago Partners Investment Group's Agilon Health position peaked at $14.3K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.