Wealth Enhancement Advisory Services
AGL icon

Wealth Enhancement Advisory Services’s Agilon Health AGL Stock Holding History

Wealth Enhancement Advisory 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
Q2 		$12.4M Buy
108,160
+320
+0.3% +$21K 0.02% 586
2026
Q1 		$1.16M Buy
107,840
+94,895
+733% +$1.53M ﹤0.01% 1705
2025
Q4 		$267K Buy
12,945
+9,680
+296% +$188K ﹤0.01% 3016
2025
Q3 		$86.5K Sell
3,265
-948
-23% -$35.8K ﹤0.01% 3355
2025
Q2 		$256K Buy
4,213
+225
+6% +$18K ﹤0.01% 2774
2025
Q1 		$432K Buy
3,988
+715
+22% +$62.2K ﹤0.01% 2158
2024
Q4 		$155K Buy
+3,273
New +$198K ﹤0.01% 2737

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

Wealth Enhancement Advisory Services's AGL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Agilon Health (AGL) stake by 0.3% in Q2 2026, buying an estimated $21K and bringing the position to 108,160 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #586.

Wealth Enhancement Advisory Services first reported a position in AGL in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 108,160 shares of Agilon Health worth $12.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 320 Agilon Health shares in Q2 2026, an estimated $21K.
  • Agilon Health made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #586 holding.
  • Wealth Enhancement Advisory Services first reported a position in Agilon Health in Q4 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.