Compass Financial Management
A icon

Compass Financial Management’s Agilent Technologies A Stock Holding History

Compass Financial 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
Q3 		$217K Sell
1,259
-38
-3% -$5.6K 0.02% 433
2026
Q2 		$172K Buy
+1,297
New +$158K 0.02% 450

Other funds holding A

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Compass Financial Management's A Position: Q3 2026 in Review

Compass Financial Management reduced its Agilent Technologies (A) stake by 2.9% in Q3 2026, selling an estimated $5.6K and leaving 1,259 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #433.

Compass Financial Management first reported a position in A in Q2 2026 and has held it in 2 quarters since. 1,049 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Compass Financial Management held 1,259 shares of Agilent Technologies worth $217K as of Q3 2026.
  • Compass Financial Management sold 38 Agilent Technologies shares in Q3 2026, an estimated $5.6K.
  • Agilent Technologies made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #433 holding.
  • Compass Financial Management first reported a position in Agilent Technologies in Q2 2026 and has held it in 2 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.