EA
AGL icon

Ellsworth Advisors’s Agilon Health AGL Stock Holding History

Ellsworth Advisors’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
Q3 		$809K Buy
+10,161
New +$989K 0.13% 135

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Ellsworth Advisors's AGL Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in Agilon Health (AGL) in Q3 2026: 10,161 shares worth $809K. The stake represents 0.13% of the portfolio and ranks #135 among its holdings.

13 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

  • Ellsworth Advisors held 10,161 shares of Agilon Health worth $809K as of Q3 2026.
  • Agilon Health was a new Ellsworth Advisors position in Q3 2026.
  • Agilon Health made up 0.13% of Ellsworth Advisors's portfolio in Q3 2026, its #135 holding.
  • 13 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.