True Wealth Design’s Agilon Health AGL Stock Holding History

True Wealth Design’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 Q2	$36.5K	Hold	341	–	–	0.01%	603
2026 Q1	$110	Buy	341 +88	+35%	+$1.42K	﹤0.01%	2455
2025 Q4	$4.37K	Buy	+253	New	+$4.91K	﹤0.01%	1142
2025 Q3	–	Sell	-2	Closed	-$92	–	2718
2025 Q2	$92	Sell	2 -29	-94%	-$2.33K	﹤0.01%	2259
2025 Q1	$3.31K	Buy	+31	New	+$2.7K	﹤0.01%	820
2024 Q1	–	Hold	0	–	-$26	–	788
2023 Q4	–	Hold	0	–	–	–	773
2023 Q3	–	Hold	0	–	–	–	733
2023 Q2	–	Hold	0	–	–	–	774
2023 Q1	–	Hold	0	–	–	–	853
2022 Q4	–	Hold	0	–	–	–	799

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

True Wealth Design's AGL Position: Q2 2026 in Review

True Wealth Design held its Agilon Health (AGL) position steady in Q2 2026 at 341 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #603.

True Wealth Design first reported a position in AGL in Q1 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

True Wealth Design held 341 shares of Agilon Health worth $36.5K as of Q2 2026.
True Wealth Design left its Agilon Health share count unchanged in Q2 2026.
Agilon Health made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #603 holding.
True Wealth Design first reported a position in Agilon Health in Q1 2025 and has held it in 5 quarters since.
179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.