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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
Q2 		– Sell
-11,290
Closed -$89.3K – 157
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 $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Waypoint Wealth Counsel's AGL Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Agilon Health (AGL) in Q2 2026, closing a stake of 11,290 shares — an estimated $89.3K sold.

Waypoint Wealth Counsel first reported a position in AGL in Q4 2025 and held it in 2 quarters. The position peaked at $89.3K in Q1 2026. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Agilon Health position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 11,290 Agilon Health shares in Q2 2026, an estimated $89.3K.
  • Waypoint Wealth Counsel first reported a position in Agilon Health in Q4 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Agilon Health position peaked at $89.3K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.