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 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 $59.8B AUM 29.42% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Y-Intercept (HK)'s AGL Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Agilon Health (AGL) in Q2 2026: 11,849 shares worth $1.27M. The stake represents 0.03% of the portfolio and ranks #939 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in AGL as recently as Q4 2025.

Y-Intercept (HK) first reported a position in AGL in Q4 2021 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Y-Intercept (HK) held 11,849 shares of Agilon Health worth $1.27M as of Q2 2026.
Agilon Health was a new Y-Intercept (HK) position in Q2 2026.
Agilon Health made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #939 holding.
Y-Intercept (HK) first reported a position in Agilon Health in Q4 2021 and has held it in 11 quarters since.
19 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.