Position in AGL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,631
-$301,042 QoQ
Shares Held
712
-96.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Root Financial Partners, LLC holds $554,520 across 30 Medical Care Facilities names. AGL ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
441 | $208,698 | |
| 2 | THC |
Tenet Healthcare Corp
|
658 | $124,171 | |
| 3 | ENSG |
Ensign Group, Inc
|
248 | $49,972 | |
| 4 | UHS |
Universal Health Services Inc
|
218 | $39,015 | |
| 5 | EHC |
Encompass Health Corp
|
319 | $30,856 | |
| 6 | DVA |
Davita Inc.
|
187 | $28,740 | |
| 7 | OPCH |
Option Care Health, Inc.
|
522 | $14,052 | |
| 8 | CHE |
Chemed Corp
|
23 | $8,688 |
All Filings in AGL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,631 | 712 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $306,673 | 17,804 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $475,782 | 18,477 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,062,427 | 18,477 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,922,465 | 54,711 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,598,772 | 54,711 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,375,355 | 54,711 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||