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Carolina Wealth Advisors’s Agilent Technologies A Stock Holding History

Carolina Wealth 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
2025
Q2 		– Sell
-6
Closed -$702 – 271
2025
Q1 		$702 Hold
6
– – ﹤0.01% 261
2024
Q4 		$806 Hold
6
– – ﹤0.01% 270
2024
Q3 		$891 Buy
+6
New +$821 ﹤0.01% 308

Other funds holding A

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Carolina Wealth Advisors's A Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Agilent Technologies (A) in Q2 2025, closing a stake of 6 shares — an estimated $702 sold.

Carolina Wealth Advisors first reported a position in A in Q3 2024 and held it in 3 quarters. The position peaked at $891 in Q3 2024. 1,007 funds tracked by Wall St. Rank hold A as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Agilent Technologies position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 6 Agilent Technologies shares in Q2 2025, an estimated $702.
  • Carolina Wealth Advisors first reported a position in Agilent Technologies in Q3 2024 and held it in 3 quarters.
  • Carolina Wealth Advisors's Agilent Technologies position peaked at $891 in Q3 2024.
  • 1,007 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.