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Frazier Financial Advisors’s Agilon Health AGL Stock Holding History

Frazier Financial 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
Q1 		– Sell
-45
Closed -$767 – 840
2025
Q4 		$767 Hold
45
– – ﹤0.01% 594
2025
Q3 		$1.15K Hold
45
– – ﹤0.01% 540
2025
Q2 		$2.56K Sell
45
-360
-89% -$28.9K ﹤0.01% 510
2025
Q1 		$43.8K Hold
405
– – 0.03% 147
2024
Q4 		$19.3K Hold
405
– – 0.02% 256
2024
Q3 		$39.7K Sell
405
-71
-15% -$9.17K 0.03% 165
2024
Q2 		$77.8K Hold
476
– – 0.06% 112
2024
Q1 		$72.6K Hold
476
– – 0.06% 118
2023
Q4 		$149K Buy
+476
New +$172K 0.13% 60

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

Frazier Financial Advisors's AGL Position: Q1 2026 in Review

Frazier Financial Advisors sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 45 shares — an estimated $767 sold.

Frazier Financial Advisors first reported a position in AGL in Q4 2023 and held it in 9 quarters. The position peaked at $149K in Q4 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Frazier Financial Advisors reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 45 Agilon Health shares in Q1 2026, an estimated $767.
  • Frazier Financial Advisors first reported a position in Agilon Health in Q4 2023 and held it in 9 quarters.
  • Frazier Financial Advisors's Agilon Health position peaked at $149K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.