HB Wealth Management’s Agilon Health AGL Stock Holding History

HB Wealth Management’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	-420	Closed	-$7.24K	–	1549
2025 Q4	$7.24K	Buy	+420	New	+$8.14K	﹤0.01%	1403

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

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

HB Wealth Management's AGL Position: Q1 2026 in Review

HB Wealth Management sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 420 shares — an estimated $7.24K sold.

HB Wealth Management first reported a position in AGL in Q4 2025 and held it in 1 quarter. The position peaked at $7.24K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

HB Wealth Management reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
HB Wealth Management sold 420 Agilon Health shares in Q1 2026, an estimated $7.24K.
HB Wealth Management first reported a position in Agilon Health in Q4 2025 and held it in 1 quarter.
HB Wealth Management's Agilon Health position peaked at $7.24K in Q4 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.