BWG
A icon

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
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 $5.72T 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

Beta Wealth Group's A Position: Q1 2026 in Review

Beta Wealth Group sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 1,507 shares — an estimated $205K sold.

Beta Wealth Group first reported a position in A in Q4 2013 and held it in 17 quarters. The position peaked at $336K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Beta Wealth Group reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Beta Wealth Group sold 1,507 Agilent Technologies shares in Q1 2026, an estimated $205K.
  • Beta Wealth Group first reported a position in Agilent Technologies in Q4 2013 and held it in 17 quarters.
  • Beta Wealth Group's Agilent Technologies position peaked at $336K in Q4 2021.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.