FFO
AGL icon

Fortitude Family Office’s Agilon Health AGL Stock Holding History

Fortitude Family Office’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 		$1.51K Hold
19
– – ﹤0.01% 2104
2026
Q2 		$2.04K Buy
+19
New +$1.24K ﹤0.01% 1477

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Fortitude Family Office's AGL Position: Q3 2026 in Review

Fortitude Family Office held its Agilon Health (AGL) position steady in Q3 2026 at 19 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Fortitude Family Office first reported a position in AGL in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.04K in Q2 2026. 13 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

  • Fortitude Family Office held 19 shares of Agilon Health worth $1.51K as of Q3 2026.
  • Fortitude Family Office left its Agilon Health share count unchanged in Q3 2026.
  • Agilon Health made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2104 holding.
  • Fortitude Family Office first reported a position in Agilon Health in Q2 2026 and has held it in 2 quarters since.
  • Fortitude Family Office's Agilon Health position peaked at $2.04K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.