Morgan Stanley
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Morgan Stanley’s Agilon Health AGL Stock Holding History

Morgan Stanley’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 		$216M Sell
2,011,196
-88,255
-4% -$5.78M 0.01% 996
2026
Q1 		$16.6M Sell
2,099,451
-55,638
-3% -$900K ﹤0.01% 3129
2025
Q4 		$37.1M Sell
2,155,089
-220,303
-9% -$4.27M ﹤0.01% 2375
2025
Q3 		$61.2M Buy
2,375,392
+86,176
+4% +$3.26M ﹤0.01% 1843
2025
Q2 		$132M Buy
2,289,216
+207,868
+10% +$16.7M 0.01% 1131
2025
Q1 		$225M Sell
2,081,348
-168,160
-7% -$14.6M 0.02% 778
2024
Q4 		$107M Buy
2,249,508
+211
+0% +$12.8K 0.01% 1200
2024
Q3 		$221M Sell
2,249,297
-7,232
-0.3% -$934K 0.02% 775
2024
Q2 		$369M Buy
2,256,529
+72,604
+3% +$10.3M 0.03% 558
2024
Q1 		$333M Buy
2,183,925
+394,468
+22% +$65.6M 0.03% 591
2023
Q4 		$561M Sell
1,789,457
-3,318
-0.2% -$1.2M 0.05% 352
2023
Q3 		$796M Buy
1,792,775
+146,972
+9% +$66.4M 0.08% 238
2023
Q2 		$713M Buy
1,645,803
+181,100
+12% +$102M 0.07% 260
2023
Q1 		$870M Sell
1,464,703
-72,896
-5% -$40.8M 0.09% 219
2022
Q4 		$620M Sell
1,537,599
-105,240
-6% -$49.4M 0.07% 289
2022
Q3 		$962M Sell
1,642,839
-81,150
-5% -$48.6M 0.13% 159
2022
Q2 		$941M Sell
1,723,989
-50,935
-3% -$25.8M 0.12% 171
2022
Q1 		$1.12B Buy
1,774,924
+59,185
+3% +$30.5M 0.15% 150
2021
Q4 		$1.16B Buy
1,715,739
+1,402,481
+448% +$853M 0.14% 154
2021
Q3 		$205M Buy
313,258
+2,843
+0.9% +$2.43M 0.03% 522
2021
Q2 		$315M Buy
+310,415
New +$272M 0.04% 391

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley's AGL Position: Q2 2026 in Review

Morgan Stanley reduced its Agilon Health (AGL) stake by 4.2% in Q2 2026, selling an estimated $5.78M and leaving 2,011,196 shares worth $216M. The position accounts for 0.01% of the portfolio, ranked #996.

Morgan Stanley first reported a position in AGL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.16B in Q4 2021. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Morgan Stanley held 2,011,196 shares of Agilon Health worth $216M as of Q2 2026.
  • Morgan Stanley sold 88,255 Agilon Health shares in Q2 2026, an estimated $5.78M.
  • Agilon Health made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #996 holding.
  • Morgan Stanley first reported a position in Agilon Health in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Agilon Health position peaked at $1.16B in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.