WealthBridge Capital Management’s Agilon Health AGL Stock Holding History

WealthBridge Capital Management’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	–	Sell	-1,393	Closed	-$24K	–	222
2025 Q4	$24K	Hold	1,393	–	–	0.01%	208
2025 Q3	$35.9K	Hold	1,393	–	–	0.01%	213
2025 Q2	$80.1K	Hold	1,393	–	–	0.02%	209
2025 Q1	$151K	Hold	1,393	–	–	0.04%	198
2024 Q4	$66.2K	Hold	1,393	–	–	0.02%	200
2024 Q3	$137K	Hold	1,393	–	–	0.04%	207
2024 Q2	$228K	Hold	1,393	–	–	0.07%	168
2024 Q1	$212K	Hold	1,393	–	–	0.07%	181
2023 Q4	$437K	Hold	1,393	–	–	0.16%	96
2023 Q3	$618K	Hold	1,393	–	–	0.26%	74
2023 Q2	$604K	Hold	1,393	–	–	0.24%	78
2023 Q1	$827K	Sell	1,393 -4	-0.3%	-$2.24K	0.33%	63
2022 Q4	$564K	Sell	1,397 -5	-0.4%	-$2.35K	0.24%	84
2022 Q3	$765K	Hold	1,402	–	–	0.33%	67
2022 Q2	$765K	Hold	1,402	–	–	0.33%	67
2022 Q1	$889K	Hold	1,402	–	–	0.33%	67
2021 Q4	$946K	Buy	+1,402	New	+$853K	0.35%	60

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

WealthBridge Capital Management's AGL Position: Q1 2026 in Review

WealthBridge Capital Management sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 1,393 shares — an estimated $24K sold.

WealthBridge Capital Management first reported a position in AGL in Q4 2021 and held it in 17 quarters. The position peaked at $946K in Q4 2021. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

WealthBridge Capital Management reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
WealthBridge Capital Management sold 1,393 Agilon Health shares in Q1 2026, an estimated $24K.
WealthBridge Capital Management first reported a position in Agilon Health in Q4 2021 and held it in 17 quarters.
WealthBridge Capital Management's Agilon Health position peaked at $946K in Q4 2021.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.