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Summit Securities Group’s Agilon Health AGL Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-1,880
Closed -$108K – 991
2025
Q2 		$108K Buy
+1,880
New +$151K 0.02% 350
2023
Q1 		– Sell
-325
Closed -$131K – 780
2022
Q4 		$131K Buy
+325
New +$152K ﹤0.01% 548

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Securities Group's AGL Position: Q3 2025 in Review

Summit Securities Group sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 1,880 shares — an estimated $108K sold.

Summit Securities Group first reported a position in AGL in Q4 2022 and held it in 2 quarters. The position peaked at $131K in Q4 2022. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

  • Summit Securities Group reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,880 Agilon Health shares in Q3 2025, an estimated $108K.
  • Summit Securities Group first reported a position in Agilon Health in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's Agilon Health position peaked at $131K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.