Congress Wealth Management’s Agilent Technologies A Stock Holding History

Congress Wealth 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
2025 Q2	$741K	Buy	6,273 +3,298	+111%	+$365K	0.01%	793
2025 Q1	$350K	Buy	2,975 +88	+3%	+$11.9K	﹤0.01%	911
2024 Q4	$388K	Buy	2,887 +1,060	+58%	+$145K	0.01%	701
2024 Q3	$271K	Buy	+1,827	New	+$250K	﹤0.01%	752
2024 Q2	–	Sell	-1,503	Closed	-$219K	–	710
2024 Q1	$219K	Buy	+1,503	New	+$206K	﹤0.01%	560
2023 Q1	–	Sell	-1,393	Closed	-$208K	–	554
2022 Q4	$208K	Buy	+1,393	New	+$199K	0.01%	531

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Congress Wealth Management's A Position: Q2 2025 in Review

Congress Wealth Management increased its Agilent Technologies (A) stake by 111% in Q2 2025, buying an estimated $365K and bringing the position to 6,273 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #793.

Congress Wealth Management first reported a position in A in Q4 2022 and has held it in 6 quarters since. 1,009 funds tracked by Wall St. Rank hold A as of Q2 2025.

Congress Wealth Management held 6,273 shares of Agilent Technologies worth $741K as of Q2 2025.
Congress Wealth Management bought 3,298 Agilent Technologies shares in Q2 2025, an estimated $365K.
Agilent Technologies made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #793 holding.
Congress Wealth Management first reported a position in Agilent Technologies in Q4 2022 and has held it in 6 quarters since.
1,009 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.