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Swisher Financial Concepts’s Agilon Health AGL Stock Holding History

Swisher Financial Concepts’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
-1,302
Closed -$22.4K – 104
2025
Q4 		$22.4K Hold
1,302
– – 0.01% 97
2025
Q3 		$33.5K Hold
1,302
– – 0.02% 88
2025
Q2 		$74.9K Hold
1,302
– – 0.05% 90
2025
Q1 		$141K Hold
1,302
– – 0.12% 78
2024
Q4 		$61.8K Sell
1,302
-5
-0.4% -$302 0.07% 63
2024
Q3 		$106K Hold
1,307
– – 0.07% 87
2024
Q2 		$192K Hold
1,307
– – 0.19% 78
2024
Q1 		$180K Hold
1,307
– – 0.16% 84
2023
Q4 		$242K Buy
+1,307
New +$473K 0.23% 67

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Swisher Financial Concepts's AGL Position: Q1 2026 in Review

Swisher Financial Concepts sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 1,302 shares — an estimated $22.4K sold.

Swisher Financial Concepts first reported a position in AGL in Q4 2023 and held it in 9 quarters. The position peaked at $242K in Q4 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Swisher Financial Concepts reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Swisher Financial Concepts sold 1,302 Agilon Health shares in Q1 2026, an estimated $22.4K.
  • Swisher Financial Concepts first reported a position in Agilon Health in Q4 2023 and held it in 9 quarters.
  • Swisher Financial Concepts's Agilon Health position peaked at $242K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.