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Integrated Wealth Concepts’s Agilon Health AGL Stock Holding History

Integrated Wealth Concepts’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
Q2 		$384K Buy
+3,580
New +$234K ﹤0.01% 1837
2026
Q1 		– Sell
-1,314
Closed -$22.6K – 2278
2025
Q4 		$22.6K Buy
+1,314
New +$25.5K ﹤0.01% 1590
2025
Q3 		– Sell
-421
Closed -$24.2K – 1976
2025
Q2 		$24.2K Buy
+421
New +$33.8K ﹤0.01% 1883

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Integrated Wealth Concepts's AGL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Agilon Health (AGL) in Q2 2026: 3,580 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #1837 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AGL as recently as Q4 2025.

Integrated Wealth Concepts first reported a position in AGL in Q2 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Integrated Wealth Concepts held 3,580 shares of Agilon Health worth $384K as of Q2 2026.
  • Agilon Health was a new Integrated Wealth Concepts position in Q2 2026.
  • Agilon Health made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1837 holding.
  • Integrated Wealth Concepts first reported a position in Agilon Health in Q2 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.