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Dynamic Advisor Solutions’s Agilent Technologies A Stock Holding History

Dynamic Advisor Solutions’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 		$206K Buy
+1,549
New +$189K 0.01% 998
2026
Q1 		– Sell
-1,551
Closed -$211K – 964
2025
Q4 		$211K Buy
+1,551
New +$223K 0.01% 889
2024
Q3 		– Sell
-5,020
Closed -$651K – 926
2024
Q2 		$651K Buy
5,020
+176
+4% +$24.6K 0.02% 563
2024
Q1 		$705K Buy
4,844
+878
+22% +$120K 0.02% 515
2023
Q4 		$518K Buy
3,966
+745
+23% +$88.6K 0.02% 570
2023
Q3 		$360K Buy
+3,221
New +$386K 0.02% 608

Other funds holding A

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Dynamic Advisor Solutions's A Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Agilent Technologies (A) in Q2 2026: 1,549 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in A as recently as Q4 2025.

Dynamic Advisor Solutions first reported a position in A in Q3 2023 and has held it in 6 quarters since. The position peaked at $705K in Q1 2024. 169 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Dynamic Advisor Solutions held 1,549 shares of Agilent Technologies worth $206K as of Q2 2026.
  • Agilent Technologies was a new Dynamic Advisor Solutions position in Q2 2026.
  • Agilent Technologies made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #998 holding.
  • Dynamic Advisor Solutions first reported a position in Agilent Technologies in Q3 2023 and has held it in 6 quarters since.
  • Dynamic Advisor Solutions's Agilent Technologies position peaked at $705K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.