Marshall Wace’s Agilon Health AGL Stock Holding History

Marshall Wace’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	-5,593	Closed	-$96.5K	–	3144
2025 Q4	$96.5K	Buy	+5,593	New	+$108K	﹤0.01%	2718
2025 Q3	–	Sell	-59,365	Closed	-$3.41M	–	2846
2025 Q2	$3.41M	Buy	59,365 +57,756	+3,590%	+$4.63M	﹤0.01%	1318
2025 Q1	$174K	Buy	+1,609	New	+$140K	﹤0.01%	2432
2024 Q4	–	Sell	-695	Closed	-$68.3K	–	2539
2024 Q3	$68.3K	Buy	+695	New	+$89.7K	﹤0.01%	2401
2024 Q2	–	Sell	-9,119	Closed	-$1.39M	–	2501
2024 Q1	$1.39M	Buy	+9,119	New	+$1.52M	﹤0.01%	1522

Other funds holding AGL

CDR

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

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

NPCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

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

Marshall Wace's AGL Position: Q1 2026 in Review

Marshall Wace sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 5,593 shares — an estimated $96.5K sold.

Marshall Wace first reported a position in AGL in Q1 2024 and held it in 5 quarters. The position peaked at $3.41M in Q2 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Marshall Wace reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 5,593 Agilon Health shares in Q1 2026, an estimated $96.5K.
Marshall Wace first reported a position in Agilon Health in Q1 2024 and held it in 5 quarters.
Marshall Wace's Agilon Health position peaked at $3.41M in Q2 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.