EverSource Wealth Advisors’s Agilon Health AGL Stock Holding History

EverSource Wealth 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 Q2	$174K	Sell	1,619 -438	-21%	-$28.7K	0.01%	1070
2026 Q1	$16.3K	Buy	2,057 +953	+86%	+$15.4K	﹤0.01%	2634
2025 Q4	$19K	Buy	1,104 +859	+351%	+$16.7K	﹤0.01%	2419
2025 Q3	$6.31K	Sell	245 -26	-10%	-$982	﹤0.01%	3045
2025 Q2	$15.6K	Buy	271 +252	+1,326%	+$20.2K	﹤0.01%	2483
2025 Q1	$2.05K	Buy	19 +14	+280%	+$1.22K	﹤0.01%	2920
2024 Q4	$260	Buy	+5	New	+$302	﹤0.01%	3369
2022 Q1	–	Sell	-6	Closed	-$4K	–	1694
2021 Q4	$4K	Buy	+6	New	+$3.65K	﹤0.01%	1300

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EverSource Wealth Advisors's AGL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Agilon Health (AGL) stake by 21% in Q2 2026, selling an estimated $28.7K and leaving 1,619 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #1070.

EverSource Wealth Advisors first reported a position in AGL in Q4 2021 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

EverSource Wealth Advisors held 1,619 shares of Agilon Health worth $174K as of Q2 2026.
EverSource Wealth Advisors sold 438 Agilon Health shares in Q2 2026, an estimated $28.7K.
Agilon Health made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1070 holding.
EverSource Wealth Advisors first reported a position in Agilon Health in Q4 2021 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.