Wedbush Securities’s Agilon Health AGL Stock Holding History

Wedbush Securities’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	-828	Closed	-$14K	–	1238
2025 Q4	$14K	Hold	828	–	–	﹤0.01%	1205
2025 Q3	$21K	Hold	828	–	–	﹤0.01%	1162
2025 Q2	$48K	Hold	828	–	–	﹤0.01%	1138
2025 Q1	$90K	Hold	828	–	–	﹤0.01%	1067
2024 Q4	$39K	Hold	828	–	–	﹤0.01%	1120
2024 Q3	$81K	Hold	828	–	–	﹤0.01%	1062
2024 Q2	$135K	Buy	828 +348	+73%	+$49.6K	﹤0.01%	1124
2024 Q1	$73K	Hold	480	–	–	﹤0.01%	1196
2023 Q4	$151K	Hold	480	–	–	0.01%	996
2023 Q3	$213K	Hold	480	–	–	0.01%	886
2023 Q2	$208K	Sell	480 -47	-9%	-$26.4K	0.01%	917
2023 Q1	$313K	Buy	+527	New	+$295K	0.02%	736
2022 Q1	–	Sell	-700	Closed	-$473K	–	1101
2021 Q4	$473K	Buy	+700	New	+$426K	0.02%	656

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

Wedbush Securities's AGL Position: Q1 2026 in Review

Wedbush Securities sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 828 shares — an estimated $14K sold.

Wedbush Securities first reported a position in AGL in Q4 2021 and held it in 13 quarters. The position peaked at $473K in Q4 2021. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Wedbush Securities reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Wedbush Securities sold 828 Agilon Health shares in Q1 2026, an estimated $14K.
Wedbush Securities first reported a position in Agilon Health in Q4 2021 and held it in 13 quarters.
Wedbush Securities's Agilon Health position peaked at $473K in Q4 2021.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.