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 – 2840
2025
Q4 		$65.6K Buy
3,808
+11
+0.3% +$213 ﹤0.01% 2581
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 $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

Corient Private Wealth's AGL Position: Q1 2026 in Review

Corient Private Wealth sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 3,808 shares — an estimated $65.6K sold.

Corient Private Wealth first reported a position in AGL in Q4 2022 and held it in 13 quarters. The position peaked at $2.67M in Q1 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Corient Private Wealth reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 3,808 Agilon Health shares in Q1 2026, an estimated $65.6K.
  • Corient Private Wealth first reported a position in Agilon Health in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's Agilon Health position peaked at $2.67M in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.