MAI Wealth Advisors »

Agilon Health shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Agilon Health shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Agilon Health

Tip: Access up to 7 years of quarterly data

All positions including Agilon Health held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Agilon Health by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $309 449 0.69

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Agilon Health

Vanguard Group
Charles Schwab Investment Management
State Street Corporation
Rubicon Founders
FMR
Renaissance Technologies
Northern Trust
Ieq Capital
Barclays
Susquehanna International
CWM
Verition Fund Management
Marshall Wace
Captrust Financial Advisors
Simplex Trading

View all funds holding Agilon Health