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Waypoint Wealth Counsel’s Agilon Health AGL Stock Holding History

Waypoint Wealth Counsel’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 		$89.3K Buy
11,290
+10,340
+1,088% +$167K 0.05% 221
2025
Q4 		$16.4K Buy
+950
New +$18.4K 0.01% 285

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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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

Waypoint Wealth Counsel's AGL Position: Q1 2026 in Review

Waypoint Wealth Counsel increased its Agilon Health (AGL) stake by 1,088% in Q1 2026, buying an estimated $167K and bringing the position to 11,290 shares worth $89.3K. The position accounts for 0.05% of the portfolio, ranked #221.

Waypoint Wealth Counsel first reported a position in AGL in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Waypoint Wealth Counsel held 11,290 shares of Agilon Health worth $89.3K as of Q1 2026.
  • Waypoint Wealth Counsel bought 10,340 Agilon Health shares in Q1 2026, an estimated $167K.
  • Agilon Health made up 0.05% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #221 holding.
  • Waypoint Wealth Counsel first reported a position in Agilon Health in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.