Private Advisor Group’s Agilon Health AGL Stock Holding History

Private Advisor 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	-2,084	Closed	-$35.9K	–	2707
2025 Q4	$35.9K	Sell	2,084 -55	-3%	-$1.07K	﹤0.01%	2536
2025 Q3	$55.1K	Hold	2,139	–	–	﹤0.01%	2448
2025 Q2	$123K	Buy	2,139 +9	+0.4%	+$722	﹤0.01%	2297
2025 Q1	$231K	Buy	2,130 +709	+50%	+$61.7K	﹤0.01%	2027
2024 Q4	$67.5K	Sell	1,421 -117	-8%	-$7.07K	﹤0.01%	2203
2024 Q3	$151K	Buy	1,538 +94	+7%	+$12.1K	﹤0.01%	2266
2024 Q2	$236K	Buy	1,444 +26	+2%	+$3.7K	﹤0.01%	2050
2024 Q1	$216K	Buy	1,418 +8	+0.6%	+$1.33K	﹤0.01%	2066
2023 Q4	$442K	Buy	1,410 +4	+0.3%	+$1.45K	﹤0.01%	1556
2023 Q3	$624K	Sell	1,406 -1	-0.1%	-$452	0.01%	1279
2023 Q2	$610K	Buy	+1,407	New	+$791K	0.01%	1282

Other funds holding AGL

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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