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Ridgecrest Wealth Partners’s Agilon Health AGL Stock Holding History

Ridgecrest 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
2025
Q3 		– Sell
-760
Closed -$43.7K – 119
2025
Q2 		$43.7K Buy
760
+160
+27% +$12.8K 0.02% 111
2025
Q1 		$65K Buy
+600
New +$52.2K 0.03% 112

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ridgecrest Wealth Partners's AGL Position: Q3 2025 in Review

Ridgecrest Wealth Partners sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 760 shares — an estimated $43.7K sold.

Ridgecrest Wealth Partners first reported a position in AGL in Q1 2025 and held it in 2 quarters. The position peaked at $65K in Q1 2025. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

  • Ridgecrest Wealth Partners reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 760 Agilon Health shares in Q3 2025, an estimated $43.7K.
  • Ridgecrest Wealth Partners first reported a position in Agilon Health in Q1 2025 and held it in 2 quarters.
  • Ridgecrest Wealth Partners's Agilon Health position peaked at $65K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.