AWE
A icon

Avidian Wealth Enterprises’s Agilent Technologies A Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.18M Sell
6,823
-495
-7% -$72.9K 0.03% 301
2026
Q2 		$972K Buy
7,318
+623
+9% +$75.9K 0.03% 323
2026
Q1 		$763K Buy
+6,695
New +$849K 0.02% 342
2025
Q2 		– Sell
-2,335
Closed -$273K – 551
2025
Q1 		$273K Buy
+2,335
New +$315K 0.01% 439

Other funds holding A

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

Avidian Wealth Enterprises's A Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Agilent Technologies (A) stake by 6.8% in Q3 2026, selling an estimated $72.9K and leaving 6,823 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #301.

Avidian Wealth Enterprises first reported a position in A in Q1 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Avidian Wealth Enterprises held 6,823 shares of Agilent Technologies worth $1.18M as of Q3 2026.
  • Avidian Wealth Enterprises sold 495 Agilent Technologies shares in Q3 2026, an estimated $72.9K.
  • Agilent Technologies made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #301 holding.
  • Avidian Wealth Enterprises first reported a position in Agilent Technologies in Q1 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.