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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
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
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

Caldwell Trust's A Position: Q1 2026 in Review

Caldwell Trust held its Agilent Technologies (A) position steady in Q1 2026 at 67 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Caldwell Trust first reported a position in A in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.12K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Caldwell Trust held 67 shares of Agilent Technologies worth $7.64K as of Q1 2026.
  • Caldwell Trust left its Agilent Technologies share count unchanged in Q1 2026.
  • Agilent Technologies made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #685 holding.
  • Caldwell Trust first reported a position in Agilent Technologies in Q4 2025 and has held it in 2 quarters since.
  • Caldwell Trust's Agilent Technologies position peaked at $9.12K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.