Corient Private Wealth
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Corient Private Wealth’s Agilon Health AGL Stock Holding History

Corient Private Wealth’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
-3,808
Closed -$65.6K – 2841
2025
Q4 		$65.6K Buy
3,808
+11
+0.3% +$213 ﹤0.01% 2665
2025
Q3 		$97.8K Sell
3,797
-17
-0.4% -$642 ﹤0.01% 2450
2025
Q2 		$219K Buy
3,814
+15
+0.4% +$1.2K ﹤0.01% 2184
2025
Q1 		$411K Sell
3,799
-15
-0.4% -$1.3K ﹤0.01% 1691
2024
Q4 		$181K Buy
3,814
+12
+0.3% +$725 ﹤0.01% 2142
2024
Q3 		$374K Sell
3,802
-83
-2% -$10.7K ﹤0.01% 1904
2024
Q2 		$635K Buy
3,885
+28
+0.7% +$3.99K ﹤0.01% 1521
2024
Q1 		$588K Sell
3,857
-339
-8% -$56.4K ﹤0.01% 1551
2023
Q4 		$1.32M Sell
4,196
-51
-1% -$18.5K ﹤0.01% 1178
2023
Q3 		$1.89M Sell
4,247
-12
-0.3% -$5.42K ﹤0.01% 936
2023
Q2 		$1.85M Sell
4,259
-235
-5% -$132K ﹤0.01% 929
2023
Q1 		$2.67M Buy
4,494
+1,415
+46% +$793K 0.01% 757
2022
Q4 		$1.24M Buy
+3,079
New +$1.44M ﹤0.01% 849

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
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return