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Capital Planning Advisors’s Agilent Technologies A Stock Holding History

Capital Planning Advisors’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
-1,640
Closed -$223K – 147
2025
Q4 		$223K Buy
1,640
+24
+1% +$3.45K 0.03% 152
2025
Q3 		$207K Buy
+1,616
New +$195K 0.03% 142
2025
Q1 		– Sell
-1,635
Closed -$220K – 136
2024
Q4 		$220K Buy
1,635
+3
+0.2% +$411 0.03% 133
2024
Q3 		$242K Buy
1,632
+1
+0.1% +$137 0.04% 130
2024
Q2 		$211K Sell
1,631
-12
-0.7% -$1.68K 0.04% 134
2024
Q1 		$239K Buy
1,643
+8
+0.5% +$1.1K 0.04% 132
2023
Q4 		$227K Buy
+1,635
New +$195K 0.04% 123
2023
Q2 		– Sell
-1,763
Closed -$244K – 129
2023
Q1 		$244K Hold
1,763
– – 0.05% 115
2022
Q4 		$264K Hold
1,763
– – 0.06% 107
2022
Q3 		$214K Buy
1,763
+63
+4% +$8.09K 0.06% 117
2022
Q2 		$202K Sell
1,700
-30
-2% -$3.69K 0.05% 128
2022
Q1 		$229K Buy
1,730
+82
+5% +$11.3K 0.05% 151
2021
Q4 		$263K Hold
1,648
– – 0.05% 141
2021
Q3 		$260K Hold
1,648
– – 0.05% 128
2021
Q2 		$244K Buy
1,648
+38
+2% +$5.18K 0.05% 136
2021
Q1 		$205K Buy
+1,610
New +$199K 0.05% 128

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

Capital Planning Advisors's A Position: Q1 2026 in Review

Capital Planning Advisors sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 1,640 shares — an estimated $223K sold.

Capital Planning Advisors first reported a position in A in Q1 2021 and held it in 16 quarters. The position peaked at $264K in Q4 2022. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Capital Planning Advisors reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 1,640 Agilent Technologies shares in Q1 2026, an estimated $223K.
  • Capital Planning Advisors first reported a position in Agilent Technologies in Q1 2021 and held it in 16 quarters.
  • Capital Planning Advisors's Agilent Technologies position peaked at $264K in Q4 2022.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.