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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
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 $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

Rothschild Investment LLC's AGL Position: Q1 2026 in Review

Rothschild Investment LLC increased its Agilon Health (AGL) stake by 189% in Q1 2026, buying an estimated $2.91K and bringing the position to 275 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Rothschild Investment LLC first reported a position in AGL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.77K in Q1 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Rothschild Investment LLC held 275 shares of Agilon Health worth $2.17K as of Q1 2026.
  • Rothschild Investment LLC bought 180 Agilon Health shares in Q1 2026, an estimated $2.91K.
  • Agilon Health made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2521 holding.
  • Rothschild Investment LLC first reported a position in Agilon Health in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Agilon Health position peaked at $2.77K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.