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Concurrent Investment Advisors’s Agilent Technologies A Stock Holding History

Concurrent Investment 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 		$336K Sell
2,947
-525
-15% -$66.6K ﹤0.01% 1416
2025
Q4 		$472K Buy
3,472
+1,044
+43% +$150K 0.01% 1171
2025
Q3 		$312K Buy
2,428
+168
+7% +$20.3K 0.01% 1133
2025
Q2 		$267K Buy
+2,260
New +$250K 0.01% 1120
2024
Q2 		– Sell
-1,455
Closed -$212K – 989
2024
Q1 		$212K Sell
1,455
-4,715
-76% -$646K 0.01% 793
2023
Q4 		$858K Buy
+6,170
New +$734K 0.04% 358

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

Concurrent Investment Advisors's A Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Agilent Technologies (A) stake by 15% in Q1 2026, selling an estimated $66.6K and leaving 2,947 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Concurrent Investment Advisors first reported a position in A in Q4 2023 and has held it in 6 quarters since. The position peaked at $858K in Q4 2023. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Concurrent Investment Advisors held 2,947 shares of Agilent Technologies worth $336K as of Q1 2026.
  • Concurrent Investment Advisors sold 525 Agilent Technologies shares in Q1 2026, an estimated $66.6K.
  • Agilent Technologies made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1416 holding.
  • Concurrent Investment Advisors first reported a position in Agilent Technologies in Q4 2023 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Agilent Technologies position peaked at $858K in Q4 2023.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.