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 Q1	$40	Buy	+5	New	+$81	﹤0.01%	983

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Wealth Preservation Advisors's AGL Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Agilon Health (AGL) in Q1 2026: 5 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Wealth Preservation Advisors held 5 shares of Agilon Health worth $40 as of Q1 2026.
Agilon Health was a new Wealth Preservation Advisors position in Q1 2026.
Agilon Health made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #983 holding.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.