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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
Q2 		$505K Buy
3,805
+858
+29% +$105K ﹤0.01% 1392
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concurrent Investment Advisors's A Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Agilent Technologies (A) stake by 29% in Q2 2026, buying an estimated $105K and bringing the position to 3,805 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Concurrent Investment Advisors first reported a position in A in Q4 2023 and has held it in 7 quarters since. The position peaked at $858K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Concurrent Investment Advisors held 3,805 shares of Agilent Technologies worth $505K as of Q2 2026.
  • Concurrent Investment Advisors bought 858 Agilent Technologies shares in Q2 2026, an estimated $105K.
  • Agilent Technologies made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1392 holding.
  • Concurrent Investment Advisors first reported a position in Agilent Technologies in Q4 2023 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Agilent Technologies position peaked at $858K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.