Kaufman Rossin Wealth’s Agilon Health AGL Stock Holding History

Kaufman Rossin Wealth’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	-551	Closed	-$9.49K	–	104
2025 Q4	$9.49K	Buy	+551	New	+$10.7K	﹤0.01%	157

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Kaufman Rossin Wealth's AGL Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 551 shares — an estimated $9.49K sold.

Kaufman Rossin Wealth first reported a position in AGL in Q4 2025 and held it in 1 quarter. The position peaked at $9.49K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 551 Agilon Health shares in Q1 2026, an estimated $9.49K.
Kaufman Rossin Wealth first reported a position in Agilon Health in Q4 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Agilon Health position peaked at $9.49K in Q4 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.