Summit Financial Strategies’s Agilon Health AGL Stock Holding History

Summit Financial Strategies’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
2025 Q4	–	Sell	-663	Closed	-$17.1K	–	167
2025 Q3	$17.1K	Hold	663	–	–	﹤0.01%	156
2025 Q2	$38.1K	Hold	663	–	–	﹤0.01%	150
2025 Q1	$71.7K	Hold	663	–	–	0.01%	145
2024 Q4	$31.5K	Hold	663	–	–	﹤0.01%	146
2024 Q3	$65.1K	Hold	663	–	–	0.01%	145
2024 Q2	$108K	Sell	663 -26	-4%	-$3.7K	0.01%	144
2024 Q1	$105K	Hold	689	–	–	0.01%	146
2023 Q4	$216K	Hold	689	–	–	0.03%	132
2023 Q3	$306K	Hold	689	–	–	0.06%	94
2023 Q2	$299K	Sell	689 -579	-46%	-$325K	0.06%	100
2023 Q1	$753K	Sell	1,268 -63	-5%	-$35.3K	0.15%	51
2022 Q4	$537K	Hold	1,331	–	–	0.12%	60
2022 Q3	$780K	Buy	+1,331	New	+$797K	0.19%	43

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Summit Financial Strategies's AGL Position: Q4 2025 in Review

Summit Financial Strategies sold out of Agilon Health (AGL) in Q4 2025, closing a stake of 663 shares — an estimated $17.1K sold.

Summit Financial Strategies first reported a position in AGL in Q3 2022 and held it in 13 quarters. The position peaked at $780K in Q3 2022. 194 funds tracked by Wall St. Rank hold AGL as of Q4 2025.

Summit Financial Strategies reported no remaining Agilon Health position as of Q4 2025 after selling out during the quarter.
Summit Financial Strategies sold 663 Agilon Health shares in Q4 2025, an estimated $17.1K.
Summit Financial Strategies first reported a position in Agilon Health in Q3 2022 and held it in 13 quarters.
Summit Financial Strategies's Agilon Health position peaked at $780K in Q3 2022.
194 funds tracked by Wall St. Rank held Agilon Health as of Q4 2025.

Based on Summit Financial Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.