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Physician Wealth Advisors’s Agilon Health AGL Stock Holding History

Physician Wealth Advisors’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
Q4 		– Sell
-28
Closed -$714 – 2033
2025
Q3 		$714 Buy
28
+21
+300% +$793 ﹤0.01% 1726
2025
Q2 		$396 Buy
+7
New +$561 ﹤0.01% 1755

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Physician Wealth Advisors's AGL Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Agilon Health (AGL) in Q4 2025, closing a stake of 28 shares — an estimated $714 sold.

Physician Wealth Advisors first reported a position in AGL in Q2 2025 and held it in 2 quarters. The position peaked at $714 in Q3 2025. 194 funds tracked by Wall St. Rank hold AGL as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Agilon Health position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 28 Agilon Health shares in Q4 2025, an estimated $714.
  • Physician Wealth Advisors first reported a position in Agilon Health in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Agilon Health position peaked at $714 in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Agilon Health as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.