Caldwell Trust’s Agilent Technologies A Stock Holding History

Caldwell Trust’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	–	Sell	-67	Closed	-$7.64K	–	812
2026 Q1	$7.64K	Hold	67	–	–	﹤0.01%	685
2025 Q4	$9.12K	Buy	+67	New	+$9.63K	﹤0.01%	652

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caldwell Trust's A Position: Q2 2026 in Review

Caldwell Trust sold out of Agilent Technologies (A) in Q2 2026, closing a stake of 67 shares — an estimated $7.64K sold.

Caldwell Trust first reported a position in A in Q4 2025 and held it in 2 quarters. The position peaked at $9.12K in Q4 2025. 1,134 funds tracked by Wall St. Rank hold A as of Q2 2026.

Caldwell Trust reported no remaining Agilent Technologies position as of Q2 2026 after selling out during the quarter.
Caldwell Trust sold 67 Agilent Technologies shares in Q2 2026, an estimated $7.64K.
Caldwell Trust first reported a position in Agilent Technologies in Q4 2025 and held it in 2 quarters.
Caldwell Trust's Agilent Technologies position peaked at $9.12K in Q4 2025.
1,134 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.