LPL Financial
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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 		$11.8M Buy
109,900
+9,900
+10% +$648K ﹤0.01% 1985
2026
Q1 		$791K Buy
+100,000
New +$1.62M ﹤0.01% 4378

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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. 179 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.
  • 179 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.