Sequoia Financial Advisors’s Agilon Health AGL Stock Holding History

Sequoia Financial Advisors’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	–	Sell	-1,113	Closed	-$19.2K	–	1926
2025 Q4	$19.2K	Buy	1,113 +8	+0.7%	+$155	﹤0.01%	1915
2025 Q3	$28.5K	Buy	1,105 +3	+0.3%	+$113	﹤0.01%	1727
2025 Q2	$63.4K	Hold	1,102	–	–	﹤0.01%	1550
2025 Q1	$119K	Buy	1,102 +4	+0.4%	+$348	﹤0.01%	1315
2024 Q4	$52.2K	Hold	1,098	–	–	﹤0.01%	1311
2024 Q3	$108K	Hold	1,098	–	–	﹤0.01%	1223
2024 Q2	$180K	Sell	1,098 -4	-0.4%	-$570	﹤0.01%	1117
2024 Q1	$168K	Sell	1,102 -1	-0.1%	-$166	﹤0.01%	1077
2023 Q4	$346K	Hold	1,103	–	–	﹤0.01%	866
2023 Q3	$490K	Buy	1,103 +1	+0.1%	+$452	0.01%	532
2023 Q2	$478K	Buy	1,102 +1	+0.1%	+$562	0.01%	539
2023 Q1	$654K	Buy	1,101 +3	+0.3%	+$1.68K	0.01%	402
2022 Q4	$443K	Buy	+1,098	New	+$515K	0.01%	468

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

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Sequoia Financial Advisors's AGL Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 1,113 shares — an estimated $19.2K sold.

Sequoia Financial Advisors first reported a position in AGL in Q4 2022 and held it in 13 quarters. The position peaked at $654K in Q1 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Sequoia Financial Advisors reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 1,113 Agilon Health shares in Q1 2026, an estimated $19.2K.
Sequoia Financial Advisors first reported a position in Agilon Health in Q4 2022 and held it in 13 quarters.
Sequoia Financial Advisors's Agilon Health position peaked at $654K in Q1 2023.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.