Creative Planning
AGL icon

Creative Planning’s Agilon Health AGL Stock Holding History

Creative Planning’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 		$80.3K Buy
10,156
+5,836
+135% +$94.4K ﹤0.01% 3938
2025
Q4 		$74.4K Sell
4,320
-1,699
-28% -$32.9K ﹤0.01% 3753
2025
Q3 		$155K Sell
6,019
-820
-12% -$31K ﹤0.01% 3573
2025
Q2 		$393K Buy
6,839
+1,022
+18% +$82K ﹤0.01% 2670
2025
Q1 		$630K Buy
5,817
+1,829
+46% +$159K ﹤0.01% 2086
2024
Q4 		$189K Buy
3,988
+2,221
+126% +$134K ﹤0.01% 2986
2024
Q3 		$174K Sell
1,767
-906
-34% -$117K ﹤0.01% 2888
2024
Q2 		$437K Buy
2,673
+1,450
+119% +$207K ﹤0.01% 2048
2024
Q1 		$187K Buy
+1,223
New +$203K ﹤0.01% 2586

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