AGL β€” AGILON HEALTH INC

Ownership history in Atwater Malick LLC  Β·  4 quarters on record

AI Ownership Summary

Atwater Malick LLC reported AGILON HEALTH INC (AGL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows AGL at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atwater Malick LLC's position in AGILON HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atwater Malick LLC held AGL β€” position size vs. price
% of Fund (quarterly)    AGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 197,576 +98,788 +100.0% 0.04% $136K 2026-02-14 (Est.) $9.02
2025 Q3 UNCHANGED 98,788 β€” 0% 0.03% $102K 2025-10-23 $24.65
2025 Q2 UNCHANGED 98,788 β€” 0% 0.07% $227K 2025-07-21 $53.50
2025 Q1 INITIATED 98,788 β€” β€” 0.14% $428K 2025-04-11 $142.00

FAQ About Atwater Malick LLC and AGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atwater Malick LLC reported owning AGL?

Atwater Malick LLC reported AGL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AGL position in Atwater Malick LLC's portfolio?

The largest reported portfolio weight for AGL was 0.14% in 2025 Q1.

What is the latest reported AGL position on this page?

The most recent filing on this page is 2025 Q4, when Atwater Malick LLC reported 197,576 shares, equal to 0.04% of portfolio, with an estimated market value of $136K.

What does the chart on this AGL ownership page compare?

The chart compares Atwater Malick LLC's quarterly AGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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