Global Retirement Partners’s Agilon Health AGL Stock Holding History

Global Retirement Partners’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
2025 Q4	$34	Buy	+2	New	+$39	﹤0.01%	4194
2024 Q3	–	Sell	-17	Closed	-$2.82K	–	3507
2024 Q2	$2.82K	Buy	17 +9	+113%	+$1.28K	﹤0.01%	2839
2024 Q1	$1.25K	Buy	8 +6	+300%	+$998	﹤0.01%	2906
2023 Q4	$442	Hold	2	–	–	﹤0.01%	3111
2023 Q3	$1.09K	Buy	+2	New	+$904	﹤0.01%	2744
2023 Q2	–	Sell	-1	Closed	-$664	–	3193
2023 Q1	$664	Buy	+1	New	+$560	﹤0.01%	2847
2022 Q4	–	Sell	-3	Closed	-$1K	–	3023
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	2364
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	2331
2022 Q1	$1K	Buy	+3	New	+$1.55K	﹤0.01%	2299

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's AGL Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Agilon Health (AGL) in Q4 2025: 2 shares worth $34. The stake represents ﹤0.01% of the portfolio and ranks #4194 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGL as recently as Q2 2024.

Global Retirement Partners first reported a position in AGL in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.82K in Q2 2024. 194 funds tracked by Wall St. Rank hold AGL as of Q4 2025.

Global Retirement Partners held 2 shares of Agilon Health worth $34 as of Q4 2025.
Agilon Health was a new Global Retirement Partners position in Q4 2025.
Agilon Health made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4194 holding.
Global Retirement Partners first reported a position in Agilon Health in Q1 2022 and has held it in 9 quarters since.
Global Retirement Partners's Agilon Health position peaked at $2.82K in Q2 2024.
194 funds tracked by Wall St. Rank held Agilon Health as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.