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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
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 $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

Integrated Wealth Concepts's AGL Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 1,314 shares — an estimated $22.6K sold.

Integrated Wealth Concepts first reported a position in AGL in Q2 2025 and held it in 2 quarters. The position peaked at $24.2K in Q2 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,314 Agilon Health shares in Q1 2026, an estimated $22.6K.
  • Integrated Wealth Concepts first reported a position in Agilon Health in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Agilon Health position peaked at $24.2K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.