Mackenzie Financial
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Mackenzie Financial’s Agilon Health AGL Stock Holding History

Mackenzie 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
Q1 		– Sell
-781
Closed -$13.9K – 1432
2025
Q4 		$13.9K Hold
781
– – ﹤0.01% 1653
2025
Q3 		$20.1K Sell
781
-3,338
-81% -$126K ﹤0.01% 1685
2025
Q2 		$237K Buy
4,119
+3,338
+427% +$268K ﹤0.01% 1486
2025
Q1 		$84.6K Sell
781
-837
-52% -$72.8K ﹤0.01% 1600
2024
Q4 		$76.9K Sell
1,618
-172
-10% -$10.4K ﹤0.01% 1647
2024
Q3 		$176K Buy
1,790
+903
+102% +$117K ﹤0.01% 1417
2024
Q2 		$145K Buy
+887
New +$126K ﹤0.01% 1395
2023
Q2 		– Sell
-1,108
Closed -$658K – 1509
2023
Q1 		$658K Buy
+1,108
New +$621K ﹤0.01% 948

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Mackenzie Financial's AGL Position: Q1 2026 in Review

Mackenzie Financial sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 781 shares — an estimated $13.9K sold.

Mackenzie Financial first reported a position in AGL in Q1 2023 and held it in 8 quarters. The position peaked at $658K in Q1 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Mackenzie Financial reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 781 Agilon Health shares in Q1 2026, an estimated $13.9K.
  • Mackenzie Financial first reported a position in Agilon Health in Q1 2023 and held it in 8 quarters.
  • Mackenzie Financial's Agilon Health position peaked at $658K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.