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Avion Wealth’s Agilent Technologies A Stock Holding History

Avion 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
2026
Q1 		$6K Sell
55
-8
-13% -$1.01K ﹤0.01% 599
2025
Q4 		$8K Sell
63
-4
-6% -$575 ﹤0.01% 529
2025
Q3 		$8K Sell
67
-5
-7% -$604 ﹤0.01% 525
2025
Q2 		$8K Buy
72
+22
+44% +$2.44K ﹤0.01% 510
2025
Q1 		$6K Hold
50
– – ﹤0.01% 483
2024
Q4 		$6K Sell
50
-2
-4% -$274 ﹤0.01% 482
2024
Q3 		$7K Buy
52
+1
+2% +$137 ﹤0.01% 426
2024
Q2 		$6K Buy
51
+7
+16% +$979 ﹤0.01% 418
2024
Q1 		$7K Buy
44
+7
+19% +$959 ﹤0.01% 370
2023
Q4 		$5K Buy
37
+8
+28% +$952 ﹤0.01% 384
2023
Q3 		$2K Buy
29
+21
+263% +$2.52K ﹤0.01% 447
2023
Q2 		$0 Buy
+8
New +$1.02K ﹤0.01% 683

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