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PDS Planning’s Agilon Health AGL Stock Holding History

PDS Planning’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
-845
Closed -$14.5K – 562
2025
Q4 		$14.5K Sell
845
-44
-5% -$853 ﹤0.01% 552
2025
Q3 		$22.9K Sell
889
-130
-13% -$4.91K ﹤0.01% 538
2025
Q2 		$58.6K Buy
1,019
+33
+3% +$2.65K ﹤0.01% 510
2025
Q1 		$107K Sell
986
-52
-5% -$4.53K 0.01% 457
2024
Q4 		$49.3K Sell
1,038
-54
-5% -$3.26K ﹤0.01% 437
2024
Q3 		$107K Sell
1,092
-56
-5% -$7.23K 0.01% 422
2024
Q2 		$188K Sell
1,148
-5
-0.4% -$712 0.02% 365
2024
Q1 		$176K Sell
1,153
-3
-0.3% -$499 0.02% 365
2023
Q4 		$363K Buy
1,156
+4
+0.3% +$1.45K 0.04% 201
2023
Q3 		$511K Buy
1,152
+1
+0.1% +$452 0.07% 125
2023
Q2 		$499K Buy
1,151
+3
+0.3% +$1.69K 0.06% 132
2023
Q1 		$682K Sell
1,148
-214
-16% -$120K 0.09% 95
2022
Q4 		$550K Sell
1,362
-4
-0.3% -$1.88K 0.09% 89
2022
Q3 		$800K Sell
1,366
-44
-3% -$26.3K 0.15% 62
2022
Q2 		$770K Buy
+1,410
New +$713K 0.14% 73
2022
Q1 		– Sell
-1,403
Closed -$947K – 238
2021
Q4 		$947K Buy
+1,403
New +$854K 0.18% 57

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

PDS Planning's AGL Position: Q1 2026 in Review

PDS Planning sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 845 shares — an estimated $14.5K sold.

PDS Planning first reported a position in AGL in Q4 2021 and held it in 16 quarters. The position peaked at $947K in Q4 2021. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • PDS Planning reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 845 Agilon Health shares in Q1 2026, an estimated $14.5K.
  • PDS Planning first reported a position in Agilon Health in Q4 2021 and held it in 16 quarters.
  • PDS Planning's Agilon Health position peaked at $947K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.