QTR Family Wealth’s Agilon Health AGL Stock Holding History

QTR Family Wealth’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	-591	Closed	-$6.66K	–	289
2025 Q4	$6.66K	Buy	+591	New	+$11.5K	﹤0.01%	276

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

QTR Family Wealth's AGL Position: Q1 2026 in Review

QTR Family Wealth sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 591 shares — an estimated $6.66K sold.

QTR Family Wealth first reported a position in AGL in Q4 2025 and held it in 1 quarter. The position peaked at $6.66K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

QTR Family Wealth reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
QTR Family Wealth sold 591 Agilon Health shares in Q1 2026, an estimated $6.66K.
QTR Family Wealth first reported a position in Agilon Health in Q4 2025 and held it in 1 quarter.
QTR Family Wealth's Agilon Health position peaked at $6.66K in Q4 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.