J. Safra Asset Management’s Agilon Health AGL Stock Holding History

J. Safra Asset 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
2025 Q3	–	Sell	-27	Closed	-$1.56K	–	470
2025 Q2	$1.56K	Buy	+27	New	+$2.17K	﹤0.01%	356
2024 Q4	–	Sell	-4	Closed	-$363	–	343
2024 Q3	$363	Sell	4 -164	-98%	-$21.2K	﹤0.01%	292
2024 Q2	$27.5K	Buy	168 +145	+630%	+$20.7K	﹤0.01%	173
2024 Q1	$3.53K	Buy	+23	New	+$3.83K	﹤0.01%	165
2023 Q4	–	Sell	-7	Closed	-$3.04K	–	127
2023 Q3	$3.04K	Hold	7	–	–	﹤0.01%	102
2023 Q2	$2.96K	Hold	7	–	–	﹤0.01%	96
2023 Q1	$4.06K	Hold	7	–	–	﹤0.01%	97
2022 Q4	$2K	Buy	+7	New	+$3.28K	﹤0.01%	63

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

J. Safra Asset Management's AGL Position: Q3 2025 in Review

J. Safra Asset Management sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 27 shares — an estimated $1.56K sold.

J. Safra Asset Management first reported a position in AGL in Q4 2022 and held it in 8 quarters. The position peaked at $27.5K in Q2 2024. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

J. Safra Asset Management reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
J. Safra Asset Management sold 27 Agilon Health shares in Q3 2025, an estimated $1.56K.
J. Safra Asset Management first reported a position in Agilon Health in Q4 2022 and held it in 8 quarters.
J. Safra Asset Management's Agilon Health position peaked at $27.5K in Q2 2024.
190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.