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Waddell & Associates’s Agilon Health AGL Stock Holding History

Waddell & Associates’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 		$228K Buy
+2,131
New +$140K 0.01% 483
2026
Q1 		– Sell
-934
Closed -$16.1K – 453
2025
Q4 		$16.1K Buy
+934
New +$18.1K ﹤0.01% 378

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Waddell & Associates's AGL Position: Q2 2026 in Review

Waddell & Associates opened a new position in Agilon Health (AGL) in Q2 2026: 2,131 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in AGL as recently as Q4 2025.

Waddell & Associates first reported a position in AGL in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Waddell & Associates held 2,131 shares of Agilon Health worth $228K as of Q2 2026.
  • Agilon Health was a new Waddell & Associates position in Q2 2026.
  • Agilon Health made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #483 holding.
  • Waddell & Associates first reported a position in Agilon Health in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.