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Everhart Financial Group’s Agilon Health AGL Stock Holding History

Everhart Financial Group’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 		– Sell
-730
Closed -$12.6K – 465
2025
Q4 		$12.6K Hold
730
– – ﹤0.01% 417
2025
Q3 		$18.8K Hold
730
– – ﹤0.01% 390
2025
Q2 		$42K Hold
730
– – ﹤0.01% 340
2025
Q1 		$79K Hold
730
– – 0.01% 325
2024
Q4 		$34.7K Sell
730
-2
-0.3% -$121 0.01% 309
2024
Q3 		$71.9K Sell
732
-72
-9% -$9.3K 0.02% 315
2024
Q2 		$131K Sell
804
-22
-3% -$3.13K 0.03% 289
2024
Q1 		$126K Buy
826
+22
+3% +$3.66K 0.04% 272
2023
Q4 		$252K Sell
804
-90
-10% -$32.6K 0.09% 207
2023
Q3 		$397K Sell
894
-11
-1% -$4.97K 0.17% 116
2023
Q2 		$392K Hold
905
– – 0.16% 121
2023
Q1 		$537K Buy
905
+48
+6% +$26.9K 0.24% 81
2022
Q4 		$346K Sell
857
-27
-3% -$12.7K 0.17% 106
2022
Q3 		$517K Sell
884
-43
-5% -$25.7K 0.29% 69
2022
Q2 		$506K Buy
927
+11
+1% +$5.56K 0.31% 74
2022
Q1 		$580K Buy
916
+11
+1% +$5.67K 0.34% 63
2021
Q4 		$611K Buy
+905
New +$551K 0.37% 55

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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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

Everhart Financial Group's AGL Position: Q1 2026 in Review

Everhart Financial Group sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 730 shares — an estimated $12.6K sold.

Everhart Financial Group first reported a position in AGL in Q4 2021 and held it in 17 quarters. The position peaked at $611K in Q4 2021. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Everhart Financial Group reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 730 Agilon Health shares in Q1 2026, an estimated $12.6K.
  • Everhart Financial Group first reported a position in Agilon Health in Q4 2021 and held it in 17 quarters.
  • Everhart Financial Group's Agilon Health position peaked at $611K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.