IAA
AGL icon

Independent Advisor Alliance’s Agilon Health AGL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-1,501
Closed -$38.7K – 1001
2025
Q3 		$38.7K Buy
+1,501
New +$56.7K ﹤0.01% 930

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independent Advisor Alliance's AGL Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Agilon Health (AGL) in Q4 2025, closing a stake of 1,501 shares — an estimated $38.7K sold.

Independent Advisor Alliance first reported a position in AGL in Q3 2025 and held it in 1 quarter. The position peaked at $38.7K in Q3 2025. 194 funds tracked by Wall St. Rank hold AGL as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Agilon Health position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,501 Agilon Health shares in Q4 2025, an estimated $38.7K.
  • Independent Advisor Alliance first reported a position in Agilon Health in Q3 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's Agilon Health position peaked at $38.7K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Agilon Health as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.