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Avantax Advisory Services’s Agilent Technologies A Stock Holding History

Avantax Advisory Services’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
Q2 		$968K Sell
8,202
-3,402
-29% -$377K 0.01% 1192
2025
Q1 		$1.36M Sell
11,604
-104
-0.9% -$14K 0.01% 936
2024
Q4 		$1.57M Buy
11,708
+20
+0.2% +$2.74K 0.01% 839
2024
Q3 		$1.74M Buy
11,688
+518
+5% +$70.9K 0.01% 768
2024
Q2 		$1.45M Buy
11,170
+8,268
+285% +$1.16M 0.01% 798
2024
Q1 		$422K Buy
2,902
+194
+7% +$26.6K ﹤0.01% 1128
2023
Q4 		$377K Buy
2,708
+268
+11% +$31.9K ﹤0.01% 1117
2023
Q3 		$273K Buy
2,440
+219
+10% +$26.2K ﹤0.01% 1250
2023
Q2 		$267K Sell
2,221
-3,074
-58% -$392K ﹤0.01% 1250
2023
Q1 		$733K Buy
5,295
+1,913
+57% +$280K 0.01% 768
2022
Q4 		$506K Buy
3,382
+1,253
+59% +$179K 0.01% 858
2022
Q3 		$259K Sell
2,129
-68
-3% -$8.73K ﹤0.01% 1068
2022
Q2 		$261K Buy
2,197
+203
+10% +$25K ﹤0.01% 1073
2022
Q1 		$264K Sell
1,994
-59
-3% -$8.12K ﹤0.01% 1062
2021
Q4 		$328K Buy
2,053
+257
+14% +$40K ﹤0.01% 935
2021
Q3 		$284K Buy
+1,796
New +$291K ﹤0.01% 948

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
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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Avantax Advisory Services's A Position: Q2 2025 in Review

Avantax Advisory Services reduced its Agilent Technologies (A) stake by 29% in Q2 2025, selling an estimated $377K and leaving 8,202 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #1192.

Avantax Advisory Services first reported a position in A in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.74M in Q3 2024. 1,007 funds tracked by Wall St. Rank hold A as of Q2 2025.

  • Avantax Advisory Services held 8,202 shares of Agilent Technologies worth $968K as of Q2 2025.
  • Avantax Advisory Services sold 3,402 Agilent Technologies shares in Q2 2025, an estimated $377K.
  • Agilent Technologies made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1192 holding.
  • Avantax Advisory Services first reported a position in Agilent Technologies in Q3 2021 and has held it in 16 quarters since.
  • Avantax Advisory Services's Agilent Technologies position peaked at $1.74M in Q3 2024.
  • 1,007 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.