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Beta Wealth Group’s Agilent Technologies A Stock Holding History

Beta Wealth Group’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
Q2 		$201K Buy
+1,513
New +$184K 0.08% 112
2026
Q1 		– Sell
-1,507
Closed -$205K – 113
2025
Q4 		$205K Sell
1,507
-141
-9% -$20.3K 0.08% 112
2025
Q3 		$211K Buy
+1,648
New +$199K 0.08% 112
2025
Q1 		– Sell
-1,787
Closed -$240K – 106
2024
Q4 		$240K Sell
1,787
-105
-6% -$14.4K 0.11% 98
2024
Q3 		$281K Buy
1,892
+3
+0.2% +$411 0.13% 91
2024
Q2 		$245K Buy
1,889
+72
+4% +$10.1K 0.12% 92
2024
Q1 		$264K Buy
1,817
+3
+0.2% +$411 0.13% 90
2023
Q4 		$252K Buy
+1,814
New +$216K 0.13% 91
2023
Q3 		– Sell
-1,928
Closed -$232K – 100
2023
Q2 		$232K Buy
1,928
+3
+0.2% +$382 0.13% 93
2023
Q1 		$266K Buy
1,925
+2
+0.1% +$292 0.15% 87
2022
Q4 		$288K Sell
1,923
-87
-4% -$12.4K 0.19% 81
2022
Q3 		$244K Buy
+2,010
New +$258K 0.18% 78
2022
Q1 		– Sell
-2,135
Closed -$336K – 92
2021
Q4 		$336K Hold
2,135
– – 0.24% 48
2021
Q3 		$336K Buy
2,135
+2
+0.1% +$324 0.24% 48
2021
Q2 		$315K Sell
2,133
-148
-6% -$20.2K 0.22% 51
2021
Q1 		$290K Buy
+2,281
New +$282K 0.21% 49
2014
Q1 		$299K Sell
7,475
-175
-2% -$7.21K 3.49% 11
2013
Q4 		$313K Buy
+7,650
New +$291K 3.97% 11

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beta Wealth Group's A Position: Q2 2026 in Review

Beta Wealth Group opened a new position in Agilent Technologies (A) in Q2 2026: 1,513 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings. This is a return to the name: Beta Wealth Group previously reported a position in A as recently as Q4 2025.

Beta Wealth Group first reported a position in A in Q4 2013 and has held it in 18 quarters since. The position peaked at $336K in Q4 2021. 1,132 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Beta Wealth Group held 1,513 shares of Agilent Technologies worth $201K as of Q2 2026.
  • Agilent Technologies was a new Beta Wealth Group position in Q2 2026.
  • Agilent Technologies made up 0.08% of Beta Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Beta Wealth Group first reported a position in Agilent Technologies in Q4 2013 and has held it in 18 quarters since.
  • Beta Wealth Group's Agilent Technologies position peaked at $336K in Q4 2021.
  • 1,132 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.