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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
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 $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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
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
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

Root Financial Partners's AGL Position: Q1 2026 in Review

Root Financial Partners held its Agilon Health (AGL) position steady in Q1 2026 at 712 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Root Financial Partners first reported a position in AGL in Q3 2024 and has held it in 7 quarters since. The position peaked at $237K in Q1 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Root Financial Partners held 712 shares of Agilon Health worth $5.63K as of Q1 2026.
  • Root Financial Partners left its Agilon Health share count unchanged in Q1 2026.
  • Agilon Health made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1909 holding.
  • Root Financial Partners first reported a position in Agilon Health in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Agilon Health position peaked at $237K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.