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Compass Ion Advisors’s Agilent Technologies A Stock Holding History

Compass Ion 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
2026
Q1 		$462K Buy
4,050
+2,010
+99% +$255K 0.04% 185
2025
Q4 		$278K Hold
2,040
– – 0.03% 226
2025
Q3 		$262K Buy
+2,040
New +$246K 0.03% 240

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

Compass Ion Advisors's A Position: Q1 2026 in Review

Compass Ion Advisors increased its Agilent Technologies (A) stake by 99% in Q1 2026, buying an estimated $255K and bringing the position to 4,050 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #185.

Compass Ion Advisors first reported a position in A in Q3 2025 and has held it in 3 quarters since. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Compass Ion Advisors held 4,050 shares of Agilent Technologies worth $462K as of Q1 2026.
  • Compass Ion Advisors bought 2,010 Agilent Technologies shares in Q1 2026, an estimated $255K.
  • Agilent Technologies made up 0.04% of Compass Ion Advisors's portfolio in Q1 2026, its #185 holding.
  • Compass Ion Advisors first reported a position in Agilent Technologies in Q3 2025 and has held it in 3 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.