AEPWM
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Atlantic Edge Private Wealth Management’s Agilent Technologies A Stock Holding History

Atlantic Edge Private Wealth Management’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 		$4.79K Hold
42
– – ﹤0.01% 463
2025
Q4 		$5.71K Hold
42
– – ﹤0.01% 445
2025
Q3 		$5.39K Sell
42
-6
-13% -$725 ﹤0.01% 429
2025
Q2 		$5.67K Sell
48
-7
-13% -$776 ﹤0.01% 413
2025
Q1 		$6.43K Hold
55
– – ﹤0.01% 386
2024
Q4 		$7.39K Buy
55
+20
+57% +$2.74K ﹤0.01% 362
2024
Q3 		$5.2K Hold
35
– – ﹤0.01% 393
2024
Q2 		$4.54K Hold
35
– – ﹤0.01% 381
2024
Q1 		$5.09K Hold
35
– – ﹤0.01% 383
2023
Q4 		$4.87K Buy
+35
New +$4.16K ﹤0.01% 364

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