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Clearstead Trust’s Agilent Technologies A Stock Holding History

Clearstead 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 		$62.1K Hold
545
– – 0.01% 291
2025
Q4 		$74.2K Sell
545
-22
-4% -$3.16K 0.01% 287
2025
Q3 		$72.8K Sell
567
-327
-37% -$39.5K 0.01% 277
2025
Q2 		$106K Buy
894
+622
+229% +$68.9K 0.02% 234
2025
Q1 		$31.8K Buy
272
+37
+16% +$4.99K 0.01% 310
2024
Q4 		$31.6K Hold
235
– – 0.01% 290
2024
Q3 		$34.9K Sell
235
-18
-7% -$2.46K 0.01% 272
2024
Q2 		$32.8K Hold
253
– – 0.01% 274
2024
Q1 		$36.8K Hold
253
– – 0.01% 259
2023
Q4 		$35.2K Hold
253
– – 0.01% 256
2023
Q3 		$28.3K Hold
253
– – 0.01% 263
2023
Q2 		$30.4K Buy
+253
New +$32.2K 0.01% 241

Other funds holding A

BlackRock
BlackRock New York $5.7T 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