Simplify Asset Management’s Agilon Health AGL Stock Holding History

Simplify Asset Management’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	$903K	Buy	+8,429	New	+$552K	0.01%	92
2026 Q1	–	Sell	-8,752	Closed	-$151K	–	145
2025 Q4	$151K	Buy	8,752 +4,193	+92%	+$81.3K	﹤0.01%	139
2025 Q3	$117K	Buy	4,559 +553	+14%	+$20.9K	﹤0.01%	129
2025 Q2	$230K	Sell	4,006 -438	-10%	-$35.1K	0.01%	88
2025 Q1	$481K	Buy	4,444 +23	+0.5%	+$2K	0.02%	80
2024 Q4	$210K	Sell	4,421 -2,327	-34%	-$141K	0.01%	88
2024 Q3	$663K	Buy	6,748 +2,719	+67%	+$351K	0.03%	82
2024 Q2	$659K	Buy	+4,029	New	+$574K	0.04%	78

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Simplify Asset Management's AGL Position: Q2 2026 in Review

Simplify Asset Management opened a new position in Agilon Health (AGL) in Q2 2026: 8,429 shares worth $903K. The stake represents 0.01% of the portfolio and ranks #92 among its holdings. This is a return to the name: Simplify Asset Management previously reported a position in AGL as recently as Q4 2025.

Simplify Asset Management first reported a position in AGL in Q2 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Simplify Asset Management held 8,429 shares of Agilon Health worth $903K as of Q2 2026.
Agilon Health was a new Simplify Asset Management position in Q2 2026.
Agilon Health made up 0.01% of Simplify Asset Management's portfolio in Q2 2026, its #92 holding.
Simplify Asset Management first reported a position in Agilon Health in Q2 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.