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Dakota Wealth Management’s Agilent Technologies A Stock Holding History

Dakota 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
Q1 		– Sell
-2,735
Closed -$372K – 767
2025
Q4 		$372K Buy
2,735
+11
+0.4% +$1.58K 0.01% 607
2025
Q3 		$350K Sell
2,724
-114
-4% -$13.8K 0.01% 538
2025
Q2 		$335K Sell
2,838
-1,524
-35% -$169K 0.01% 588
2025
Q1 		$510K Sell
4,362
-1,334
-23% -$180K 0.01% 505
2024
Q4 		$765K Sell
5,696
-673
-11% -$92.2K 0.02% 416
2024
Q3 		$946K Sell
6,369
-11
-0.2% -$1.51K 0.02% 379
2024
Q2 		$827K Buy
6,380
+505
+9% +$70.6K 0.02% 406
2024
Q1 		$855K Buy
5,875
+2,895
+97% +$397K 0.02% 392
2023
Q4 		$414K Buy
+2,980
New +$355K 0.02% 454
2023
Q2 		– Sell
-1,629
Closed -$225K – 645
2023
Q1 		$225K Buy
+1,629
New +$238K 0.02% 540
2022
Q2 		– Sell
-1,755
Closed -$232K – 511
2022
Q1 		$232K Sell
1,755
-318
-15% -$43.8K 0.02% 391
2021
Q4 		$331K Buy
2,073
+309
+18% +$48.1K 0.03% 293
2021
Q3 		$278K Buy
+1,764
New +$285K 0.03% 286

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's A Position: Q1 2026 in Review

Dakota Wealth Management sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 2,735 shares — an estimated $372K sold.

Dakota Wealth Management first reported a position in A in Q3 2021 and held it in 13 quarters. The position peaked at $946K in Q3 2024. 1,072 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Dakota Wealth Management reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 2,735 Agilent Technologies shares in Q1 2026, an estimated $372K.
  • Dakota Wealth Management first reported a position in Agilent Technologies in Q3 2021 and held it in 13 quarters.
  • Dakota Wealth Management's Agilent Technologies position peaked at $946K in Q3 2024.
  • 1,072 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.