Symphony Financial Services’s Agilon Health AGL Stock Holding History

Symphony Financial Services’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	-1,866	Closed	-$32.1K	–	100
2025 Q4	$32.1K	Sell	1,866 -14	-0.7%	-$271	0.02%	102
2025 Q3	$48.4K	Buy	1,880 +640	+52%	+$24.2K	0.03%	96
2025 Q2	$71.3K	Buy	1,240 +320	+35%	+$25.7K	0.04%	89
2025 Q1	$99.6K	Hold	920	–	–	0.07%	83
2024 Q4	$43.7K	Buy	920 +282	+44%	+$17K	0.04%	79
2024 Q3	$62.7K	Hold	638	–	–	0.05%	80
2024 Q2	$96.3K	Buy	+638	New	+$90.9K	0.08%	83

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Symphony Financial Services's AGL Position: Q1 2026 in Review

Symphony Financial Services sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 1,866 shares — an estimated $32.1K sold.

Symphony Financial Services first reported a position in AGL in Q2 2024 and held it in 7 quarters. The position peaked at $99.6K in Q1 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Symphony Financial Services reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Symphony Financial Services sold 1,866 Agilon Health shares in Q1 2026, an estimated $32.1K.
Symphony Financial Services first reported a position in Agilon Health in Q2 2024 and held it in 7 quarters.
Symphony Financial Services's Agilon Health position peaked at $99.6K in Q1 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.