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Sierra Summit Advisors’s Agilon Health AGL Stock Holding History

Sierra Summit 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
Q2 		$3.34M Buy
+31,143
New +$2.04M 0.37% 47

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sierra Summit Advisors's AGL Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Agilon Health (AGL) in Q2 2026: 31,143 shares worth $3.34M. The stake represents 0.37% of the portfolio and ranks #47 among its holdings.

15 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Sierra Summit Advisors held 31,143 shares of Agilon Health worth $3.34M as of Q2 2026.
  • Agilon Health was a new Sierra Summit Advisors position in Q2 2026.
  • Agilon Health made up 0.37% of Sierra Summit Advisors's portfolio in Q2 2026, its #47 holding.
  • 15 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.