Poinciana Advisors Group’s Agilon Health AGL Stock Holding History

Poinciana Advisors Group’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	-732	Closed	-$12.6K	–	132
2025 Q4	$12.6K	Buy	+732	New	+$14.2K	0.01%	138

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Poinciana Advisors Group's AGL Position: Q1 2026 in Review

Poinciana Advisors Group sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 732 shares — an estimated $12.6K sold.

Poinciana Advisors Group first reported a position in AGL in Q4 2025 and held it in 1 quarter. The position peaked at $12.6K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Poinciana Advisors Group reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Poinciana Advisors Group sold 732 Agilon Health shares in Q1 2026, an estimated $12.6K.
Poinciana Advisors Group first reported a position in Agilon Health in Q4 2025 and held it in 1 quarter.
Poinciana Advisors Group's Agilon Health position peaked at $12.6K in Q4 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.