Clayton Dubilier & Rice’s Agilon Health AGL Stock Holding History

Clayton Dubilier & Rice’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 Q2	$429M	Hold	4,000,000	–	–	47.9%	2
2026 Q1	$31.6M	Hold	4,000,000	–	–	5.9%	2
2025 Q4	$69M	Hold	4,000,000	–	–	11.6%	2
2025 Q3	$103M	Hold	4,000,000	–	–	15.22%	2
2025 Q2	$230M	Hold	4,000,000	–	–	64.37%	1
2025 Q1	$433M	Hold	4,000,000	–	–	99.35%	1
2024 Q4	$190M	Hold	4,000,000	–	–	98.65%	1
2024 Q3	$393M	Hold	4,000,000	–	–	97.86%	1
2024 Q2	$654M	Hold	4,000,000	–	–	98.81%	1
2024 Q1	$610M	Hold	4,000,000	–	–	98.6%	1
2023 Q4	$1.25B	Hold	4,000,000	–	–	33.69%	2
2023 Q3	$1.78B	Hold	4,000,000	–	–	32.71%	2
2023 Q2	$1.73B	Sell	4,000,000 -3,784,452	-49%	-$2.13B	25.39%	2
2023 Q1	$4.62B	Hold	7,784,452	–	–	50.06%	1
2022 Q4	$3.14B	Hold	7,784,452	–	–	44.59%	1
2022 Q3	$4.56B	Sell	7,784,452 -453,500	-6%	-$272M	46.8%	1
2022 Q2	$4.5B	Hold	8,237,952	–	–	39.73%	1
2022 Q1	$5.22B	Hold	8,237,952	–	–	42.34%	1
2021 Q4	$5.56B	Hold	8,237,952	–	–	39.77%	2
2021 Q3	$5.4B	Sell	8,237,952 -750,775	-8%	-$641M	42.56%	1
2021 Q2	$9.12B	Buy	+8,988,727	New	+$7.87B	75.77%	1

Other funds holding AGL

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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

Clayton Dubilier & Rice's AGL Position: Q2 2026 in Review

Clayton Dubilier & Rice held its Agilon Health (AGL) position steady in Q2 2026 at 4,000,000 shares worth $429M. The position accounts for 47.9% of the portfolio, ranked #2.

Clayton Dubilier & Rice first reported a position in AGL in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.12B in Q2 2021. 180 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Clayton Dubilier & Rice held 4,000,000 shares of Agilon Health worth $429M as of Q2 2026.
Clayton Dubilier & Rice left its Agilon Health share count unchanged in Q2 2026.
Agilon Health made up 47.9% of Clayton Dubilier & Rice's portfolio in Q2 2026, its #2 holding.
Clayton Dubilier & Rice first reported a position in Agilon Health in Q2 2021 and has held it in 21 quarters since.
Clayton Dubilier & Rice's Agilon Health position peaked at $9.12B in Q2 2021.
180 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Clayton Dubilier & Rice's 13F filing for Q2 2026, filed 29 Jul 2026.