Kovitz Investment Group Partners
AGL icon

Kovitz Investment Group Partners’s Agilon Health AGL Stock Holding History

Kovitz Investment Group Partners’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
-848
Closed -$21.8K – 490
2025
Q3 		$21.8K Buy
+848
New +$32K ﹤0.01% 1392

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $287B AUM 42.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's AGL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Agilon Health (AGL) in Q4 2025, closing a stake of 848 shares — an estimated $21.8K sold.

Kovitz Investment Group Partners first reported a position in AGL in Q3 2025 and held it in 1 quarter. The position peaked at $21.8K in Q3 2025. 194 funds tracked by Wall St. Rank hold AGL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Agilon Health position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 848 Agilon Health shares in Q4 2025, an estimated $21.8K.
  • Kovitz Investment Group Partners first reported a position in Agilon Health in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Agilon Health position peaked at $21.8K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Agilon Health as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.