Yarger Wealth Strategies’s Agilon Health AGL Stock Holding History

Yarger Wealth Strategies’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	-1,152	Closed	-$19.8K	–	126
2025 Q4	$19.8K	Sell	1,152 -1,007	-47%	-$19.5K	0.01%	124
2025 Q3	$55.6K	Hold	2,159	–	–	0.03%	120
2025 Q2	$124K	Hold	2,159	–	–	0.06%	109
2025 Q1	$234K	Hold	2,159	–	–	0.14%	86
2024 Q4	$103K	Sell	2,159 -306	-12%	-$18.5K	0.06%	88
2024 Q3	$242K	Hold	2,465	–	–	0.13%	83
2024 Q2	$403K	Hold	2,465	–	–	0.24%	58
2024 Q1	$376K	Sell	2,465 -3,252	-57%	-$541K	0.26%	56
2023 Q4	$1.79M	Sell	5,717 -48	-0.8%	-$17.4K	1.45%	20
2023 Q3	$2.56M	Hold	5,765	–	–	2.18%	17
2023 Q2	$2.5M	Sell	5,765 -1,162	-17%	-$653K	2.25%	17
2023 Q1	$4.11M	Sell	6,927 -850	-11%	-$476K	4.51%	8
2022 Q4	$3.14M	Buy	7,777 +1,222	+19%	+$573K	3.89%	9
2022 Q3	$3.84M	Buy	6,555 +1,115	+20%	+$668K	5.09%	6
2022 Q2	$3.63M	Buy	+5,440	New	+$2.75M	4.69%	7
2022 Q1	–	Sell	-7,274	Closed	-$4.91M	–	47
2021 Q4	$4.91M	Buy	+7,274	New	+$4.43M	5.29%	6

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPCM

North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Yarger Wealth Strategies's AGL Position: Q1 2026 in Review

Yarger Wealth Strategies sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 1,152 shares — an estimated $19.8K sold.

Yarger Wealth Strategies first reported a position in AGL in Q4 2021 and held it in 16 quarters. The position peaked at $4.91M in Q4 2021. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Yarger Wealth Strategies reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Yarger Wealth Strategies sold 1,152 Agilon Health shares in Q1 2026, an estimated $19.8K.
Yarger Wealth Strategies first reported a position in Agilon Health in Q4 2021 and held it in 16 quarters.
Yarger Wealth Strategies's Agilon Health position peaked at $4.91M in Q4 2021.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Yarger Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.