Bahl & Gaynor’s Agilon Health AGL Stock Holding History

Bahl & Gaynor’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-400	Closed	-$6.89K	–	328
2025 Q4	$6.89K	Hold	400	–	–	﹤0.01%	325
2025 Q3	$10.3K	Hold	400	–	–	﹤0.01%	324
2025 Q2	$23K	Hold	400	–	–	﹤0.01%	329
2025 Q1	$43.3K	Hold	400	–	–	﹤0.01%	334
2024 Q4	$19K	Hold	400	–	–	﹤0.01%	334
2024 Q3	$39.3K	Hold	400	–	–	﹤0.01%	338
2024 Q2	$65.4K	Hold	400	–	–	﹤0.01%	330
2024 Q1	$61K	Hold	400	–	–	﹤0.01%	334
2023 Q4	$126K	Hold	400	–	–	﹤0.01%	322
2023 Q3	$178K	Hold	400	–	–	﹤0.01%	319
2023 Q2	$173K	Hold	400	–	–	﹤0.01%	339
2023 Q1	$238K	Sell	400 -840	-68%	-$470K	﹤0.01%	322
2022 Q4	$500K	Buy	+1,240	New	+$582K	﹤0.01%	283

Other funds holding AGL

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return