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Essential Partners’s Agilon Health AGL Stock Holding History

Essential Partners’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 		$94.3K Sell
1,185
-34
-3% -$3.31K 0.04% 436
2026
Q2 		$131K Sell
1,219
-2,471
-67% -$162K 0.06% 347
2026
Q1 		$29.2K Buy
3,690
+1,662
+82% +$26.9K 0.01% 781
2025
Q4 		$34.9K Buy
2,028
+2,021
+28,871% +$39.2K 0.01% 713
2025
Q3 		$182 Sell
7
-30
-81% -$1.13K ﹤0.01% 2412
2025
Q2 		$2.12K Buy
+37
New +$2.97K ﹤0.01% 1302

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's AGL Position: Q3 2026 in Review

Essential Partners reduced its Agilon Health (AGL) stake by 2.8% in Q3 2026, selling an estimated $3.31K and leaving 1,185 shares worth $94.3K. The position accounts for 0.04% of the portfolio, ranked #436.

Essential Partners first reported a position in AGL in Q2 2025 and has held it in 6 quarters since. The position peaked at $131K in Q2 2026. 8 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

  • Essential Partners held 1,185 shares of Agilon Health worth $94.3K as of Q3 2026.
  • Essential Partners sold 34 Agilon Health shares in Q3 2026, an estimated $3.31K.
  • Agilon Health made up 0.04% of Essential Partners's portfolio in Q3 2026, its #436 holding.
  • Essential Partners first reported a position in Agilon Health in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Agilon Health position peaked at $131K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.