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
Q2 		$1.27M Buy
11,884
+1,728
+17% +$113K ﹤0.01% 2450
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 $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

Creative Planning's AGL Position: Q2 2026 in Review

Creative Planning increased its Agilon Health (AGL) stake by 17% in Q2 2026, buying an estimated $113K and bringing the position to 11,884 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Creative Planning first reported a position in AGL in Q1 2024 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Creative Planning held 11,884 shares of Agilon Health worth $1.27M as of Q2 2026.
  • Creative Planning bought 1,728 Agilon Health shares in Q2 2026, an estimated $113K.
  • Agilon Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2450 holding.
  • Creative Planning first reported a position in Agilon Health in Q1 2024 and has held it in 10 quarters since.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.