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

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPCM

North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bahl & Gaynor's AGL Position: Q1 2026 in Review

Bahl & Gaynor sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 400 shares — an estimated $6.89K sold.

Bahl & Gaynor first reported a position in AGL in Q4 2022 and held it in 13 quarters. The position peaked at $500K in Q4 2022. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Bahl & Gaynor reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Bahl & Gaynor sold 400 Agilon Health shares in Q1 2026, an estimated $6.89K.
Bahl & Gaynor first reported a position in Agilon Health in Q4 2022 and held it in 13 quarters.
Bahl & Gaynor's Agilon Health position peaked at $500K in Q4 2022.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Bahl & Gaynor's 13F filing for Q1 2026, filed 7 May 2026.