Farther Finance Advisors’s Agilon Health AGL Stock Holding History

Farther Finance 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	$24.3K	Buy	+219	New	+$14.3K	﹤0.01%	3823
2026 Q1	–	Sell	-135	Closed	-$2.33K	–	5756
2025 Q4	$2.33K	Buy	135 +132	+4,400%	+$2.56K	﹤0.01%	4636
2025 Q3	$67	Buy	3 +2	+200%	+$76	﹤0.01%	4854
2025 Q2	$48	Buy	+1	New	+$80	﹤0.01%	4375
2024 Q4	–	Sell	-3	Closed	-$295	–	4002
2024 Q3	$295	Buy	3 +1	+50%	+$129	﹤0.01%	3560
2024 Q2	$273	Buy	+2	New	+$285	﹤0.01%	3424
2024 Q1	–	Sell	-1	Closed	-$414	–	3588
2023 Q4	$414	Sell	1 -1	-50%	-$362	﹤0.01%	3029
2023 Q3	$817	Buy	+2	New	+$904	﹤0.01%	2131

Other funds holding AGL

CDR

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPCM

North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Farther Finance Advisors's AGL Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Agilon Health (AGL) in Q2 2026: 219 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #3823 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in AGL as recently as Q4 2025.

Farther Finance Advisors first reported a position in AGL in Q3 2023 and has held it in 8 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Farther Finance Advisors held 219 shares of Agilon Health worth $24.3K as of Q2 2026.
Agilon Health was a new Farther Finance Advisors position in Q2 2026.
Agilon Health made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3823 holding.
Farther Finance Advisors first reported a position in Agilon Health in Q3 2023 and has held it in 8 quarters since.
179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.