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Covestor’s Agilon Health AGL Stock Holding History

Covestor’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
-202
Closed -$3K – 2205
2025
Q4 		$3K Buy
202
+1
+0.5% +$19 ﹤0.01% 1865
2025
Q3 		$5K Buy
201
+133
+196% +$5.03K ﹤0.01% 1842
2025
Q2 		$4K Sell
68
-57
-46% -$4.57K ﹤0.01% 1762
2025
Q1 		$13K Buy
125
+1
+0.8% +$87 0.01% 1331
2024
Q4 		$6K Buy
124
+61
+97% +$3.69K ﹤0.01% 1687
2024
Q3 		$6K Hold
63
– – ﹤0.01% 1703
2024
Q2 		$10K Hold
63
– – 0.01% 1512
2024
Q1 		$10K Sell
63
-79
-56% -$13.1K 0.01% 1560
2023
Q4 		$45K Sell
142
-94
-40% -$34K 0.03% 893
2023
Q3 		$105K Buy
236
+221
+1,473% +$99.8K 0.08% 387
2023
Q2 		$7K Sell
15
-7
-32% -$3.93K 0.01% 1617
2023
Q1 		$13K Hold
22
– – 0.01% 1172
2022
Q4 		$9K Hold
22
– – 0.01% 1355
2022
Q3 		$13K Sell
22
-1
-4% -$599 0.01% 1142
2022
Q2 		$12K Hold
23
– – 0.01% 1135
2022
Q1 		$14K Buy
23
+11
+92% +$5.67K 0.01% 1174
2021
Q4 		$8K Buy
+12
New +$7.3K 0.01% 1078

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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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

Covestor's AGL Position: Q1 2026 in Review

Covestor sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 202 shares — an estimated $3K sold.

Covestor first reported a position in AGL in Q4 2021 and held it in 17 quarters. The position peaked at $105K in Q3 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Covestor reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 202 Agilon Health shares in Q1 2026, an estimated $3K.
  • Covestor first reported a position in Agilon Health in Q4 2021 and held it in 17 quarters.
  • Covestor's Agilon Health position peaked at $105K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.