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Rothschild Investment LLC’s Agilon Health AGL Stock Holding History

Rothschild Investment LLC’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 		$31.6K Buy
295
+20
+7% +$1.31K ﹤0.01% 1381
2026
Q1 		$2.17K Buy
275
+180
+189% +$2.91K ﹤0.01% 2521
2025
Q4 		$1.63K Buy
95
+86
+956% +$1.67K ﹤0.01% 2471
2025
Q3 		$237 Sell
9
-17
-65% -$642 ﹤0.01% 2986
2025
Q2 		$1.52K Hold
26
– – ﹤0.01% 2238
2025
Q1 		$2.77K Buy
26
+16
+160% +$1.39K ﹤0.01% 1710
2024
Q4 		$456 Buy
10
+4
+67% +$242 ﹤0.01% 2571
2024
Q3 		$609 Buy
6
+4
+200% +$517 ﹤0.01% 2410
2024
Q2 		$262 Buy
+2
New +$285 ﹤0.01% 2368

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Rothschild Investment LLC's AGL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Agilon Health (AGL) stake by 7.3% in Q2 2026, buying an estimated $1.31K and bringing the position to 295 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Rothschild Investment LLC first reported a position in AGL in Q2 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Rothschild Investment LLC held 295 shares of Agilon Health worth $31.6K as of Q2 2026.
  • Rothschild Investment LLC bought 20 Agilon Health shares in Q2 2026, an estimated $1.31K.
  • Agilon Health made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1381 holding.
  • Rothschild Investment LLC first reported a position in Agilon Health in Q2 2024 and has held it in 9 quarters since.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.