Diversify Advisory Services’s Agilent Technologies A Stock Holding History

Diversify Advisory Services’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 Q3	$576K	Buy	3,283 +51	+2%	+$7.51K	0.01%	872
2026 Q2	$446K	Buy	+3,232	New	+$394K	0.01%	906
2026 Q1	–	Sell	-2,073	Closed	-$289K	–	211
2025 Q4	$289K	Sell	2,073 -1,696	-45%	-$244K	0.01%	767
2025 Q3	$545K	Sell	3,769 -1,945	-34%	-$235K	0.02%	536
2025 Q2	$670K	Buy	+5,714	New	+$633K	0.03%	436

Other funds holding A

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Diversify Advisory Services's A Position: Q3 2026 in Review

Diversify Advisory Services increased its Agilent Technologies (A) stake by 1.6% in Q3 2026, buying an estimated $7.51K and bringing the position to 3,283 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #872.

Diversify Advisory Services first reported a position in A in Q2 2025 and has held it in 5 quarters since. The position peaked at $670K in Q2 2025. 238 funds tracked by Wall St. Rank hold A as of Q3 2026.

Diversify Advisory Services held 3,283 shares of Agilent Technologies worth $576K as of Q3 2026.
Diversify Advisory Services bought 51 Agilent Technologies shares in Q3 2026, an estimated $7.51K.
Agilent Technologies made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #872 holding.
Diversify Advisory Services first reported a position in Agilent Technologies in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's Agilent Technologies position peaked at $670K in Q2 2025.
238 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.