Henry Ellenbogen’s Agilon Health AGL Stock Holding History

Henry Ellenbogen’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	$47.2M	Buy	+440,642	New	+$28.9M	0.46%	34
2024 Q2	–	Sell	-39,045	Closed	-$5.95M	–	50
2024 Q1	$5.95M	Sell	39,045 -44,525	-53%	-$7.41M	0.05%	53
2023 Q4	$26.2M	Sell	83,570 -148,970	-64%	-$53.9M	0.21%	50
2023 Q3	$103M	Sell	232,540 -8,885	-4%	-$4.01M	0.94%	35
2023 Q2	$105M	Buy	241,425 +21,299	+10%	+$12M	0.92%	35
2023 Q1	$131M	Sell	220,126 -133,583	-38%	-$74.8M	1.23%	28
2022 Q4	$143M	Sell	353,709 -23,453	-6%	-$11M	1.48%	28
2022 Q3	$221M	Buy	377,162 +95,685	+34%	+$57.3M	2.43%	17
2022 Q2	$154M	Buy	281,477 +161,899	+135%	+$81.9M	1.76%	22
2022 Q1	$75.8M	Sell	119,578 -62,675	-34%	-$32.3M	0.67%	40
2021 Q4	$123M	Sell	182,253 -75,602	-29%	-$46M	0.96%	37
2021 Q3	$168M	Buy	257,855 +9,867	+4%	+$8.43M	1.27%	33
2021 Q2	$244M	Buy	+247,988	New	+$217M	1.8%	22

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

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

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

Henry Ellenbogen's AGL Position: Q2 2026 in Review

Henry Ellenbogen opened a new position in Agilon Health (AGL) in Q2 2026: 440,642 shares worth $47.2M. The stake represents 0.46% of the portfolio and ranks #34 among its holdings. This is a return to the name: Henry Ellenbogen previously reported a position in AGL as recently as Q1 2024.

Henry Ellenbogen first reported a position in AGL in Q2 2021 and has held it in 13 quarters since. The position peaked at $244M in Q2 2021. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

Henry Ellenbogen held 440,642 shares of Agilon Health worth $47.2M as of Q2 2026.
Agilon Health was a new Henry Ellenbogen position in Q2 2026.
Agilon Health made up 0.46% of Henry Ellenbogen's portfolio in Q2 2026, its #34 holding.
Henry Ellenbogen first reported a position in Agilon Health in Q2 2021 and has held it in 13 quarters since.
Henry Ellenbogen's Agilon Health position peaked at $244M in Q2 2021.
179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.