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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 $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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return