WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AGL — agilon health, inc.
CIK 1632972
PLYMOUTH, MN
Position in AGL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,592,588
+$10,739,574 QoQ
Shares Held
108,160
+0.3% QoQ
Ownership
0.648%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1
of 17 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $48,694,450 across 28 Medical Care Facilities names. AGL ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
30,926 | $12,057,738 | |
| 2 | AGL |
agilon health, inc.
This page
|
108,160 | $11,592,588 | |
| 3 | CHE |
Chemed Corp
|
11,499 | $5,355,544 | |
| 4 | THC |
Tenet Healthcare Corp
|
24,746 | $4,629,481 | |
| 5 | DVA |
Davita Inc.
|
10,760 | $2,393,884 | |
| 6 | ENSG |
Ensign Group, Inc
|
12,857 | $2,060,977 | |
| 7 | UHS |
Universal Health Services Inc
|
12,510 | $1,860,111 | |
| 8 | EHC |
Encompass Health Corp
|
13,649 | $1,379,640 |
All Filings in AGL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,592,588 | 108,160 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $853,014 | 107,840 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,574,285 | 323,616 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,101,612 | 81,616 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,056,130 | 105,324 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,792,200 | 99,697 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,886,972 | 81,831 | Shares | Sole | 2025-03-17 | |
| No filing history on record for this holder in this stock. | ||||||