Envestnet Asset Management’s Agilon Health AGL Stock Holding History

Envestnet Asset Management’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
2025 Q3	–	Sell	-477	Closed	-$27.4K	–	4508
2025 Q2	$27.4K	Buy	477 +26	+6%	+$2.08K	﹤0.01%	4405
2025 Q1	$48.8K	Buy	+451	New	+$39.3K	﹤0.01%	4296
2024 Q4	–	Sell	-480	Closed	-$47.1K	–	4300
2024 Q3	$47.1K	Sell	480 -3,954	-89%	-$511K	﹤0.01%	4180
2024 Q2	$725K	Buy	4,434 +2,924	+194%	+$417K	﹤0.01%	3232
2024 Q1	$230K	Sell	1,510 -295	-16%	-$49.1K	﹤0.01%	3872
2023 Q4	$566K	Buy	1,805 +347	+24%	+$126K	﹤0.01%	3264
2023 Q3	$647K	Buy	1,458 +575	+65%	+$260K	﹤0.01%	3105
2023 Q2	$383K	Buy	883 +114	+15%	+$64.1K	﹤0.01%	3363
2023 Q1	$457K	Buy	769 +158	+26%	+$88.5K	﹤0.01%	3202
2022 Q4	$247K	Sell	611 -83	-12%	-$38.9K	﹤0.01%	3558
2022 Q3	$406K	Buy	+694	New	+$416K	﹤0.01%	3151

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management's AGL Position: Q3 2025 in Review

Envestnet Asset Management sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 477 shares — an estimated $27.4K sold.

Envestnet Asset Management first reported a position in AGL in Q3 2022 and held it in 11 quarters. The position peaked at $725K in Q2 2024. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

Envestnet Asset Management reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
Envestnet Asset Management sold 477 Agilon Health shares in Q3 2025, an estimated $27.4K.
Envestnet Asset Management first reported a position in Agilon Health in Q3 2022 and held it in 11 quarters.
Envestnet Asset Management's Agilon Health position peaked at $725K in Q2 2024.
190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.