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Alteri Wealth’s Agilent Technologies A Stock Holding History

Alteri Wealth’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,786
Closed -$5.08M – 251
2024
Q4 		$5.08M Buy
+37,786
New +$5.18M 1.4% 12

Other funds holding A

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alteri Wealth's A Position: Q1 2025 in Review

Alteri Wealth sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 37,786 shares — an estimated $5.08M sold.

Alteri Wealth first reported a position in A in Q4 2024 and held it in 1 quarter. The position peaked at $5.08M in Q4 2024. 1,020 funds tracked by Wall St. Rank hold A as of Q1 2025.

  • Alteri Wealth reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
  • Alteri Wealth sold 37,786 Agilent Technologies shares in Q1 2025, an estimated $5.08M.
  • Alteri Wealth first reported a position in Agilent Technologies in Q4 2024 and held it in 1 quarter.
  • Alteri Wealth's Agilent Technologies position peaked at $5.08M in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Alteri Wealth's 13F filing for Q1 2025, filed 7 May 2025.