Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Agilent Technologies A Stock Holding History

Carson Wealth (CWM LLC)’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 		$9.54M Buy
83,703
+13,756
+20% +$1.75M 0.03% 573
2025
Q4 		$9.52M Sell
69,947
-443
-0.6% -$63.7K 0.03% 543
2025
Q3 		$9.04M Buy
70,390
+12,294
+21% +$1.48M 0.03% 506
2025
Q2 		$6.86M Buy
58,096
+45,433
+359% +$5.03M 0.02% 502
2025
Q1 		$1.48M Sell
12,663
-1,609
-11% -$217K 0.01% 945
2024
Q4 		$1.92M Buy
14,272
+2,781
+24% +$381K 0.01% 797
2024
Q3 		$1.71M Buy
11,491
+153
+1% +$20.9K 0.01% 771
2024
Q2 		$1.47M Sell
11,338
-380
-3% -$53.1K 0.01% 729
2024
Q1 		$1.71M Buy
11,718
+4,159
+55% +$570K 0.01% 672
2023
Q4 		$1.05M Buy
7,559
+836
+12% +$99.5K 0.01% 786
2023
Q3 		$752K Sell
6,723
-466
-6% -$55.8K ﹤0.01% 846
2023
Q2 		$864K Buy
7,189
+455
+7% +$58K 0.01% 766
2023
Q1 		$932K Sell
6,734
-13
-0.2% -$1.9K 0.01% 682
2022
Q4 		$1.01M Buy
6,747
+856
+15% +$122K 0.01% 615
2022
Q3 		$716K Buy
5,891
+1,001
+20% +$129K 0.01% 642
2022
Q2 		$581K Buy
4,890
+81
+2% +$9.96K ﹤0.01% 698
2022
Q1 		$636K Buy
4,809
+995
+26% +$137K ﹤0.01% 658
2021
Q4 		$609K Buy
+3,814
New +$594K ﹤0.01% 678
2021
Q2 		$246K Hold
1,661
– – ﹤0.01% 836
2021
Q1 		$246K Hold
1,661
– – ﹤0.01% 836
2020
Q4 		$246K Hold
1,661
– – ﹤0.01% 836
2020
Q3 		$246K Hold
1,661
– – ﹤0.01% 836
2020
Q2 		$246K Hold
1,661
– – ﹤0.01% 836
2020
Q1 		$246K Hold
1,661
– – ﹤0.01% 836
2019
Q4 		$246K Hold
1,661
– – ﹤0.01% 836
2019
Q3 		$246K Hold
1,661
– – ﹤0.01% 836
2019
Q2 		$246K Hold
1,661
– – ﹤0.01% 836
2019
Q1 		$246K Sell
1,661
-777
-32% -$59K ﹤0.01% 836
2018
Q4 		$164K Buy
2,438
+1,767
+263% +$119K ﹤0.01% 640
2018
Q3 		$47K Buy
671
+12
+2% +$794 ﹤0.01% 761
2018
Q2 		$41K Sell
659
-153
-19% -$9.98K ﹤0.01% 673
2018
Q1 		$54K Sell
812
-50
-6% -$3.5K ﹤0.01% 541
2017
Q4 		$58K Hold
862
– – ﹤0.01% 503
2017
Q3 		$55K Buy
862
+89
+12% +$5.54K ﹤0.01% 500
2017
Q2 		$46K Hold
773
– – ﹤0.01% 493
2017
Q1 		$41K Buy
773
+20
+3% +$1.01K ﹤0.01% 488
2016
Q4 		$34K Buy
753
+130
+21% +$5.9K ﹤0.01% 496
2016
Q3 		$29K Buy
623
+470
+307% +$21.9K ﹤0.01% 501
2016
Q2 		$7K Hold
153
– – ﹤0.01% 586
2016
Q1 		$6K Hold
153
– – ﹤0.01% 573
2015
Q4 		$6K Hold
153
– – ﹤0.01% 501
2015
Q3 		$5K Buy
+153
New +$5.79K ﹤0.01% 494
2014
Q1 		– Sell
-457
Closed -$19K – 141
2013
Q4 		$19K Buy
457
+7
+2% +$266 ﹤0.01% 375
2013
Q3 		$17K Buy
+450
New +$15.2K ﹤0.01% 281

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s A Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Agilent Technologies (A) stake by 20% in Q1 2026, buying an estimated $1.75M and bringing the position to 83,703 shares worth $9.54M. The position accounts for 0.03% of the portfolio, ranked #573.

Carson Wealth (CWM LLC) first reported a position in A in Q3 2013 and has held it in 44 quarters since. 1,072 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,703 shares of Agilent Technologies worth $9.54M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,756 Agilent Technologies shares in Q1 2026, an estimated $1.75M.
  • Agilent Technologies made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #573 holding.
  • Carson Wealth (CWM LLC) first reported a position in Agilent Technologies in Q3 2013 and has held it in 44 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.