Position in AGL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,238,357
+$1,148,041 QoQ
Shares Held
11,554
+1.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 177 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $73,763,377 across 24 Medical Care Facilities names. AGL ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
108,604 | $42,343,613 | |
| 2 | THC |
Tenet Healthcare Corp
|
51,373 | $9,610,860 | |
| 3 | CHE |
Chemed Corp
|
12,366 | $5,759,340 | |
| 4 | DVA |
Davita Inc.
|
19,842 | $4,414,448 | |
| 5 | UHS |
Universal Health Services Inc
|
20,650 | $3,070,448 | |
| 6 | EHC |
Encompass Health Corp
|
15,728 | $1,589,786 | |
| 7 | AGL |
agilon health, inc.
This page
|
11,554 | $1,238,357 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
93,482 | $1,001,192 |
All Filings in AGL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,238,357 | 11,554 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $90,316 | 11,418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,096 | 124,958 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||