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Copia Wealth Management’s Agilent Technologies A Stock Holding History

Copia 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
2026
Q2 		$1.33K Hold
10
– – ﹤0.01% 494
2026
Q1 		$1.14K Hold
10
– – ﹤0.01% 468
2025
Q4 		$1.36K Hold
10
– – ﹤0.01% 457
2025
Q3 		$1.28K Hold
10
– – ﹤0.01% 427
2025
Q2 		$1.18K Hold
10
– – ﹤0.01% 415
2025
Q1 		$1.17K Hold
10
– – ﹤0.01% 397
2024
Q4 		$1.34K Buy
+10
New +$1.37K ﹤0.01% 370

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 $3.37T AUM 44.26% 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

Copia Wealth Management's A Position: Q2 2026 in Review

Copia Wealth Management held its Agilent Technologies (A) position steady in Q2 2026 at 10 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Copia Wealth Management first reported a position in A in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Copia Wealth Management held 10 shares of Agilent Technologies worth $1.33K as of Q2 2026.
  • Copia Wealth Management left its Agilent Technologies share count unchanged in Q2 2026.
  • Agilent Technologies made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #494 holding.
  • Copia Wealth Management first reported a position in Agilent Technologies in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Agilent Technologies position peaked at $1.36K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.