Position in AGL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$173,521
+$157,253 QoQ
Shares Held
1,619
-21.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 20 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,853,483 across 40 Medical Care Facilities names. AGL ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
4,760 | $481,137 | |
| 2 | CHE |
Chemed Corp
|
644 | $299,933 | |
| 3 | PACS |
PACS Group, Inc.
|
5,362 | $228,632 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
533 | $207,808 | |
| 5 | THC |
Tenet Healthcare Corp
|
950 | $177,723 | |
| 6 | AGL |
agilon health, inc.
This page
|
1,619 | $173,521 | |
| 7 | DVA |
Davita Inc.
|
736 | $163,740 | |
| 8 | NUTX |
Nutex Health Inc.
|
934 | $159,610 |
All Filings in AGL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,521 | 1,619 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,268 | 2,057 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $475,580 | 27,610 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $157,770 | 6,127 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $389,907 | 6,781 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $51,202 | 473 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,507 | 137 | Shares | Sole | 2025-02-10 | |
| 2021-12-31 | $101,250 | 150 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||