Wellington Management Group
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Wellington Management Group’s Agilon Health AGL Stock Holding History

Wellington Management Group’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
2025
Q3 		– Sell
-159,391
Closed -$9.16M – 1972
2025
Q2 		$9.16M Sell
159,391
-440,085
-73% -$35.3M ﹤0.01% 1232
2025
Q1 		$64.9M Sell
599,476
-1,503,704
-71% -$131M 0.01% 607
2024
Q4 		$99.9M Sell
2,103,180
-12,124
-0.6% -$733K 0.02% 532
2024
Q3 		$208M Sell
2,115,304
-99,845
-5% -$12.9M 0.04% 383
2024
Q2 		$362M Sell
2,215,149
-58,274
-3% -$8.3M 0.06% 256
2024
Q1 		$347M Buy
2,273,423
+573,022
+34% +$95.3M 0.06% 291
2023
Q4 		$534M Buy
1,700,401
+47,650
+3% +$17.2M 0.1% 203
2023
Q3 		$734M Buy
1,652,751
+126,484
+8% +$57.1M 0.15% 147
2023
Q2 		$662M Buy
1,526,267
+712,425
+88% +$400M 0.13% 164
2023
Q1 		$483M Sell
813,842
-95,970
-11% -$53.8M 0.1% 203
2022
Q4 		$367M Sell
909,812
-17,196
-2% -$8.06M 0.07% 259
2022
Q3 		$543M Buy
927,008
+112,009
+14% +$67.1M 0.12% 182
2022
Q2 		$445M Buy
814,999
+71,878
+10% +$36.4M 0.09% 209
2022
Q1 		$471M Buy
743,121
+73,395
+11% +$37.8M 0.08% 225
2021
Q4 		$452M Sell
669,726
-92,815
-12% -$56.5M 0.07% 250
2021
Q3 		$499M Buy
762,541
+161,757
+27% +$138M 0.08% 224
2021
Q2 		$598M Buy
+600,784
New +$526M 0.1% 210

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group's AGL Position: Q3 2025 in Review

Wellington Management Group sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 159,391 shares — an estimated $9.16M sold.

Wellington Management Group first reported a position in AGL in Q2 2021 and held it in 17 quarters. The position peaked at $734M in Q3 2023. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

  • Wellington Management Group reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 159,391 Agilon Health shares in Q3 2025, an estimated $9.16M.
  • Wellington Management Group first reported a position in Agilon Health in Q2 2021 and held it in 17 quarters.
  • Wellington Management Group's Agilon Health position peaked at $734M in Q3 2023.
  • 190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.