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Agilon Health shares owned by Root Financial Partners

Quarter-by-quarter ownership of Agilon Health (AGL) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Agilon Health

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All positions including Agilon Health held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agilon Health by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 19k 1.03
2025-06-30 $43k 19k 2.30
2025-03-31 $237k 55k 4.33
2024-12-31 $104k 55k 1.90
2024-09-30 $215k 55k 3.93

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Top funds holding Agilon Health

Clayton, Dubilier & Rice
Morgan Stanley
North Peak Capital Management
Vanguard Group
BlackRock
FMR
CenterBook Partners
D. E. Shaw & Co
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
Rock Springs Capital Management
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Agilon Health