Root Financial Partners’s Agilon Health AGL Stock Holding History

Root Financial 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 Q2	–	Sell	-712	Closed	-$5.63K	–	477
2026 Q1	$5.63K	Hold	712	–	–	﹤0.01%	1909
2025 Q4	$12.3K	Sell	712 -27	-4%	-$524	﹤0.01%	1413
2025 Q3	$19K	Hold	739	–	–	﹤0.01%	1145
2025 Q2	$42.5K	Sell	739 -1,449	-66%	-$116K	﹤0.01%	249
2025 Q1	$237K	Hold	2,188	–	–	0.03%	186
2024 Q4	$104K	Hold	2,188	–	–	0.01%	209
2024 Q3	$215K	Buy	+2,188	New	+$283K	0.03%	146

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Root Financial Partners's AGL Position: Q2 2026 in Review

Root Financial Partners sold out of Agilon Health (AGL) in Q2 2026, closing a stake of 712 shares — an estimated $5.63K sold.

Root Financial Partners first reported a position in AGL in Q3 2024 and held it in 7 quarters. The position peaked at $237K in Q1 2025. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Root Financial Partners reported no remaining Agilon Health position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 712 Agilon Health shares in Q2 2026, an estimated $5.63K.
Root Financial Partners first reported a position in Agilon Health in Q3 2024 and held it in 7 quarters.
Root Financial Partners's Agilon Health position peaked at $237K in Q1 2025.
179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.