Quotient Wealth Partners’s Agilon Health AGL Stock Holding History

Quotient Wealth Partners’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	-415	Closed	-$7.15K	–	378
2025 Q4	$7.15K	Buy	+415	New	+$8.05K	﹤0.01%	353

Other funds holding AGL

CDR

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

NPCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Quotient Wealth Partners's AGL Position: Q1 2026 in Review

Quotient Wealth Partners sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 415 shares — an estimated $7.15K sold.

Quotient Wealth Partners first reported a position in AGL in Q4 2025 and held it in 1 quarter. The position peaked at $7.15K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Quotient Wealth Partners reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Quotient Wealth Partners sold 415 Agilon Health shares in Q1 2026, an estimated $7.15K.
Quotient Wealth Partners first reported a position in Agilon Health in Q4 2025 and held it in 1 quarter.
Quotient Wealth Partners's Agilon Health position peaked at $7.15K in Q4 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

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