Wealth Preservation Advisors’s Agilon Health AGL Stock Holding History

Wealth Preservation Advisors’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	-5	Closed	-$40	–	112
2026 Q1	$40	Buy	+5	New	+$81	﹤0.01%	983

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

Wealth Preservation Advisors's AGL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Agilon Health (AGL) in Q2 2026, closing a stake of 5 shares — an estimated $40 sold.

Wealth Preservation Advisors first reported a position in AGL in Q1 2026 and held it in 1 quarter. The position peaked at $40 in Q1 2026. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Wealth Preservation Advisors reported no remaining Agilon Health position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 5 Agilon Health shares in Q2 2026, an estimated $40.
Wealth Preservation Advisors first reported a position in Agilon Health in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Agilon Health position peaked at $40 in Q1 2026.
179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.