CA
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Crewe Advisors’s Agilent Technologies A Stock Holding History

Crewe 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 		$1.6K Buy
14
+5
+56% +$634 ﹤0.01% 924
2025
Q4 		$1.23K Buy
+9
New +$1.29K ﹤0.01% 960
2024
Q3 		– Sell
-189
Closed -$24.5K – 714
2024
Q2 		$24.5K Buy
189
+101
+115% +$14.1K ﹤0.01% 513
2024
Q1 		$12.8K Buy
+88
New +$12.1K ﹤0.01% 583
2023
Q1 		– Sell
-55
Closed -$8.23K – 812
2022
Q4 		$8.23K Sell
55
-149
-73% -$21.3K ﹤0.01% 591
2022
Q3 		$25K Buy
204
+44
+28% +$5.65K ﹤0.01% 420
2022
Q2 		$19K Buy
+160
New +$19.7K ﹤0.01% 424
2020
Q4 		– Sell
-16
Closed -$2K – 443
2020
Q3 		$2K Buy
+16
New +$1.55K ﹤0.01% 469
2019
Q3 		– Sell
-8
Closed -$1K – 213
2019
Q2 		$1K Hold
8
– – ﹤0.01% 275
2019
Q1 		$1K Buy
+8
New +$607 ﹤0.01% 224

Other funds holding A

BlackRock
BlackRock New York $5.7T 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