Y-Intercept (HK)’s Agilon Health AGL Stock Holding History

Y-Intercept (HK)’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 Q3	$667K	Sell	8,383 -3,466	-29%	-$337K	0.01%	1184
2026 Q2	$1.27M	Buy	+11,849	New	+$776K	0.03%	939
2026 Q1	–	Sell	-7,991	Closed	-$138K	–	1512
2025 Q4	$138K	Buy	7,991 +4,504	+129%	+$87.3K	﹤0.01%	1461
2025 Q3	$89.8K	Buy	+3,487	New	+$132K	﹤0.01%	1496
2025 Q2	–	Sell	-1,785	Closed	-$193K	–	1602
2025 Q1	$193K	Buy	+1,785	New	+$155K	0.01%	1067
2024 Q2	–	Sell	-918	Closed	-$140K	–	1339
2024 Q1	$140K	Buy	+918	New	+$153K	0.01%	1218
2023 Q4	–	Sell	-607	Closed	-$269K	–	1190
2023 Q3	$269K	Buy	+607	New	+$274K	0.03%	805
2023 Q2	–	Sell	-1,052	Closed	-$624K	–	1228
2023 Q1	$624K	Buy	+1,052	New	+$589K	0.07%	421
2022 Q4	–	Sell	-743	Closed	-$435K	–	963
2022 Q3	$435K	Sell	743 -1,244	-63%	-$745K	0.04%	583
2022 Q2	$1.08M	Buy	1,987 +1,555	+360%	+$786K	0.14%	205
2022 Q1	$274K	Sell	432 -109	-20%	-$56.2K	0.06%	483
2021 Q4	$365K	Buy	+541	New	+$329K	0.09%	337

Other funds holding AGL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Y-Intercept (HK)'s AGL Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Agilon Health (AGL) stake by 29% in Q3 2026, selling an estimated $337K and leaving 8,383 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #1184.

Y-Intercept (HK) first reported a position in AGL in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.27M in Q2 2026. 23 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

Y-Intercept (HK) held 8,383 shares of Agilon Health worth $667K as of Q3 2026.
Y-Intercept (HK) sold 3,466 Agilon Health shares in Q3 2026, an estimated $337K.
Agilon Health made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1184 holding.
Y-Intercept (HK) first reported a position in Agilon Health in Q4 2021 and has held it in 12 quarters since.
Y-Intercept (HK)'s Agilon Health position peaked at $1.27M in Q2 2026.
23 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.