AWA
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Arkadios Wealth Advisors’s Agilent Technologies A Stock Holding History

Arkadios Wealth Advisors’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
2026
Q1 		$252K Buy
2,210
+276
+14% +$35K ﹤0.01% 1451
2025
Q4 		$263K Buy
1,934
+523
+37% +$75.2K 0.01% 1310
2025
Q3 		$181K Buy
1,411
+95
+7% +$11.5K ﹤0.01% 1370
2025
Q2 		$155K Buy
+1,316
New +$146K ﹤0.01% 1229
2021
Q4 		– Sell
-81
Closed -$12K – 577
2021
Q3 		$12K Sell
81
-48
-37% -$7.76K ﹤0.01% 1381
2021
Q2 		$19K Hold
129
– – ﹤0.01% 1300
2021
Q1 		$16K Hold
129
– – ﹤0.01% 1035
2020
Q4 		$15K Buy
129
+86
+200% +$9.51K ﹤0.01% 832
2020
Q3 		$4.59K Hold
43
– – ﹤0.01% 861
2020
Q2 		$3.9K Hold
43
– – ﹤0.01% 808
2020
Q1 		$3.08K Hold
43
– – ﹤0.01% 867
2019
Q4 		$3.67K Buy
+43
New +$3.38K ﹤0.01% 743

Other funds holding A

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return