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Cassaday & Co Wealth Management’s Agilent Technologies A Stock Holding History

Cassaday & Co Wealth Management’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 		$190K Sell
1,664
-120
-7% -$15.2K ﹤0.01% 352
2025
Q4 		$243K Buy
1,784
+120
+7% +$17.2K 0.01% 316
2025
Q3 		$214K Buy
+1,664
New +$201K ﹤0.01% 323
2025
Q1 		– Sell
-1,662
Closed -$223K – 318
2024
Q4 		$223K Sell
1,662
-41
-2% -$5.62K 0.01% 298
2024
Q3 		$253K Buy
+1,703
New +$233K 0.01% 272

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

Cassaday & Co Wealth Management's A Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Agilent Technologies (A) stake by 6.7% in Q1 2026, selling an estimated $15.2K and leaving 1,664 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Cassaday & Co Wealth Management first reported a position in A in Q3 2024 and has held it in 5 quarters since. The position peaked at $253K in Q3 2024. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,664 shares of Agilent Technologies worth $190K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 120 Agilent Technologies shares in Q1 2026, an estimated $15.2K.
  • Agilent Technologies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #352 holding.
  • Cassaday & Co Wealth Management first reported a position in Agilent Technologies in Q3 2024 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's Agilent Technologies position peaked at $253K in Q3 2024.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.