Simplicity Wealth’s Agilon Health AGL Stock Holding History

Simplicity Wealth’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	-884	Closed	-$15.2K	–	749
2025 Q4	$15.2K	Sell	884 -848	-49%	-$16.4K	﹤0.01%	699
2025 Q3	$44.6K	Sell	1,732 -860	-33%	-$32.5K	﹤0.01%	697
2025 Q2	$149K	Buy	2,592 +871	+51%	+$69.9K	0.01%	573
2025 Q1	$186K	Buy	+1,721	New	+$150K	0.01%	532
2024 Q3	–	Sell	-1,048	Closed	-$171K	–	507
2024 Q2	$171K	Buy	1,048 +620	+145%	+$88.3K	﹤0.01%	1128
2024 Q1	$65.2K	Buy	+428	New	+$71.2K	﹤0.01%	1133

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Simplicity Wealth's AGL Position: Q1 2026 in Review

Simplicity Wealth sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 884 shares — an estimated $15.2K sold.

Simplicity Wealth first reported a position in AGL in Q1 2024 and held it in 6 quarters. The position peaked at $186K in Q1 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Simplicity Wealth reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Simplicity Wealth sold 884 Agilon Health shares in Q1 2026, an estimated $15.2K.
Simplicity Wealth first reported a position in Agilon Health in Q1 2024 and held it in 6 quarters.
Simplicity Wealth's Agilon Health position peaked at $186K in Q1 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.