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Nicholas Hoffman & Company’s Agilon Health AGL Stock Holding History

Nicholas Hoffman & Company’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
Q1 		– Sell
-400
Closed -$19K – 287
2024
Q4 		$19K Buy
+400
New +$24.2K ﹤0.01% 287

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nicholas Hoffman & Company's AGL Position: Q1 2025 in Review

Nicholas Hoffman & Company sold out of Agilon Health (AGL) in Q1 2025, closing a stake of 400 shares — an estimated $19K sold.

Nicholas Hoffman & Company first reported a position in AGL in Q4 2024 and held it in 1 quarter. The position peaked at $19K in Q4 2024. 197 funds tracked by Wall St. Rank hold AGL as of Q1 2025.

  • Nicholas Hoffman & Company reported no remaining Agilon Health position as of Q1 2025 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 400 Agilon Health shares in Q1 2025, an estimated $19K.
  • Nicholas Hoffman & Company first reported a position in Agilon Health in Q4 2024 and held it in 1 quarter.
  • Nicholas Hoffman & Company's Agilon Health position peaked at $19K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Agilon Health as of Q1 2025.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2025, filed 2 May 2025.