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Clayton Financial Group’s Agilon Health AGL Stock Holding History

Clayton Financial 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
Q2 		– Sell
-40
Closed -$13 – 78
2026
Q1 		$13 Hold
40
– – ﹤0.01% 614
2025
Q4 		$689 Hold
40
– – ﹤0.01% 573
2025
Q3 		$1.03K Buy
+40
New +$1.51K ﹤0.01% 271

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clayton Financial Group's AGL Position: Q2 2026 in Review

Clayton Financial Group sold out of Agilon Health (AGL) in Q2 2026, closing a stake of 40 shares — an estimated $13 sold.

Clayton Financial Group first reported a position in AGL in Q3 2025 and held it in 3 quarters. The position peaked at $1.03K in Q3 2025. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Clayton Financial Group reported no remaining Agilon Health position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 40 Agilon Health shares in Q2 2026, an estimated $13.
  • Clayton Financial Group first reported a position in Agilon Health in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Agilon Health position peaked at $1.03K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.