Morgan Stanley
AGL icon

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
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 Sell
2,183,925
-1,394,989
-39% -$232M 0.03% 591
2023
Q4 		$1.12B Buy
3,578,914
+1,786,139
+100% +$646M 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 $536M AUM 0.63% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return