LPL Financial’s Agilon Health AGL Stock Holding History

LPL Financial’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	$944K	Buy	+8,808	New	+$577K	﹤0.01%	4470
2026 Q1	–	Sell	-1,762	Closed	-$28.5K	–	5967
2025 Q4	$30.3K	Buy	1,762 +1,200	+214%	+$23.3K	﹤0.01%	5766
2025 Q3	$14.5K	Buy	+562	New	+$21.2K	﹤0.01%	5758
2024 Q1	–	Sell	-4,570	Closed	-$1.43M	–	4913
2023 Q4	$1.43M	Sell	4,570 -17	-0.4%	-$6.15K	﹤0.01%	2717
2023 Q3	$2.04M	Buy	+4,587	New	+$2.07M	﹤0.01%	2267
2023 Q2	–	Sell	-365	Closed	-$217K	–	4590
2023 Q1	$217K	Buy	+365	New	+$204K	﹤0.01%	3977

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPL Financial's AGL Position: Q2 2026 in Review

LPL Financial opened a new position in Agilon Health (AGL) in Q2 2026: 8,808 shares worth $944K. The stake represents ﹤0.01% of the portfolio and ranks #4470 among its holdings. This is a return to the name: LPL Financial previously reported a position in AGL as recently as Q4 2025.

LPL Financial first reported a position in AGL in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.04M in Q3 2023. 51 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

LPL Financial held 8,808 shares of Agilon Health worth $944K as of Q2 2026.
Agilon Health was a new LPL Financial position in Q2 2026.
Agilon Health made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4470 holding.
LPL Financial first reported a position in Agilon Health in Q1 2023 and has held it in 6 quarters since.
LPL Financial's Agilon Health position peaked at $2.04M in Q3 2023.
51 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.