BerganKDV Wealth Management’s Agilent Technologies A Stock Holding History

BerganKDV 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
2023 Q2	$1.56K	Hold	13	–	–	﹤0.01%	713
2023 Q1	$1.8K	Hold	13	–	–	﹤0.01%	842
2022 Q4	$1.95K	Hold	13	–	–	﹤0.01%	805
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	783
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	799
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	829
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	895
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	856
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	788
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	757
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	754
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	746
2020 Q2	$1K	Buy	+13	New	+$1.06K	﹤0.01%	810

Other funds holding A

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's A Position: Q2 2023 in Review

BerganKDV Wealth Management held its Agilent Technologies (A) position steady in Q2 2023 at 13 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

BerganKDV Wealth Management first reported a position in A in Q2 2020 and has held it in 13 quarters since. The position peaked at $2K in Q3 2022. 939 funds tracked by Wall St. Rank hold A as of Q2 2023.

BerganKDV Wealth Management held 13 shares of Agilent Technologies worth $1.56K as of Q2 2023.
BerganKDV Wealth Management left its Agilent Technologies share count unchanged in Q2 2023.
Agilent Technologies made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #713 holding.
BerganKDV Wealth Management first reported a position in Agilent Technologies in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Agilent Technologies position peaked at $2K in Q3 2022.
939 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.