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Prestige Wealth Management Group’s Agilon Health AGL Stock Holding History

Prestige Wealth Management 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 		$1 Hold
1
– – ﹤0.01% 1123
2025
Q4 		$21 Hold
1
– – ﹤0.01% 1007
2025
Q3 		$31 Hold
1
– – ﹤0.01% 992
2025
Q2 		$69 Hold
1
– – ﹤0.01% 996
2025
Q1 		$130 Hold
1
– – ﹤0.01% 993
2024
Q4 		$57 Hold
1
– – ﹤0.01% 1036
2024
Q3 		$118 Hold
1
– – ﹤0.01% 1018
2024
Q2 		$197 Hold
1
– – ﹤0.01% 968
2024
Q1 		$183 Hold
1
– – ﹤0.01% 1002
2023
Q4 		$377 Buy
+1
New +$362 ﹤0.01% 978

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

Prestige Wealth Management Group's AGL Position: Q1 2026 in Review

Prestige Wealth Management Group held its Agilon Health (AGL) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Prestige Wealth Management Group first reported a position in AGL in Q4 2023 and has held it in 10 quarters since. The position peaked at $377 in Q4 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Prestige Wealth Management Group held 1 share of Agilon Health worth $1 as of Q1 2026.
  • Prestige Wealth Management Group left its Agilon Health share count unchanged in Q1 2026.
  • Agilon Health made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #1123 holding.
  • Prestige Wealth Management Group first reported a position in Agilon Health in Q4 2023 and has held it in 10 quarters since.
  • Prestige Wealth Management Group's Agilon Health position peaked at $377 in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.