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Diversify Wealth Management’s Agilent Technologies A Stock Holding History

Diversify 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 		$446K Sell
3,232
-134
-4% -$16.3K 0.01% 906
2026
Q1 		$375K Buy
3,366
+1,875
+126% +$238K 0.01% 894
2025
Q4 		$218K Buy
+1,491
New +$214K 0.01% 585

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Agilent Technologies (A) stake by 4% in Q2 2026, selling an estimated $16.3K and leaving 3,232 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #906.

Diversify Wealth Management first reported a position in A in Q4 2025 and has held it in 3 quarters since. 1,135 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Diversify Wealth Management held 3,232 shares of Agilent Technologies worth $446K as of Q2 2026.
  • Diversify Wealth Management sold 134 Agilent Technologies shares in Q2 2026, an estimated $16.3K.
  • Agilent Technologies made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #906 holding.
  • Diversify Wealth Management first reported a position in Agilent Technologies in Q4 2025 and has held it in 3 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.