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Concord Wealth Partners’s Agilent Technologies A Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-2
Closed -$269 – 815
2024
Q4 		$269 Hold
2
– – ﹤0.01% 888
2024
Q3 		$297 Buy
+2
New +$274 ﹤0.01% 919
2024
Q1 		– Sell
-1,281
Closed -$178K – 853
2023
Q4 		$178K Sell
1,281
-117
-8% -$13.9K 0.04% 212
2023
Q3 		$156K Buy
1,398
+1,381
+8,124% +$165K 0.03% 220
2023
Q2 		$2.06K Hold
17
– – ﹤0.01% 859
2023
Q1 		$2.37K Hold
17
– – ﹤0.01% 787
2022
Q4 		$2.56K Buy
+17
New +$2.43K ﹤0.01% 896
2022
Q3 		– Sell
-105
Closed -$12K – 160
2022
Q2 		$12K Sell
105
-78
-43% -$9.59K ﹤0.01% 641
2022
Q1 		$24K Buy
183
+62
+51% +$8.53K 0.01% 594
2021
Q4 		$19K Buy
121
+71
+142% +$11.1K ﹤0.01% 651
2021
Q3 		$8K Sell
50
-71
-59% -$11.5K ﹤0.01% 494
2021
Q2 		$18K Buy
121
+22
+22% +$3K 0.01% 516
2021
Q1 		$13K Buy
+99
New +$12.2K ﹤0.01% 533

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's A Position: Q1 2025 in Review

Concord Wealth Partners sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 2 shares — an estimated $269 sold.

Concord Wealth Partners first reported a position in A in Q1 2021 and held it in 13 quarters. The position peaked at $178K in Q4 2023. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

  • Concord Wealth Partners reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 2 Agilent Technologies shares in Q1 2025, an estimated $269.
  • Concord Wealth Partners first reported a position in Agilent Technologies in Q1 2021 and held it in 13 quarters.
  • Concord Wealth Partners's Agilent Technologies position peaked at $178K in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.