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Pines Wealth Management’s Agilon Health AGL Stock Holding History

Pines Wealth Management’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
Q3 		– Sell
-1,070
Closed -$65K – 227
2025
Q2 		$65K Hold
1,070
– – 0.02% 229
2025
Q1 		$143K Hold
1,070
– – 0.07% 198
2024
Q4 		$65K Buy
+1,070
New +$64.7K 0.03% 205

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pines Wealth Management's AGL Position: Q3 2025 in Review

Pines Wealth Management sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 1,070 shares — an estimated $65K sold.

Pines Wealth Management first reported a position in AGL in Q4 2024 and held it in 3 quarters. The position peaked at $143K in Q1 2025. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

  • Pines Wealth Management reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
  • Pines Wealth Management sold 1,070 Agilon Health shares in Q3 2025, an estimated $65K.
  • Pines Wealth Management first reported a position in Agilon Health in Q4 2024 and held it in 3 quarters.
  • Pines Wealth Management's Agilon Health position peaked at $143K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Pines Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.