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Eads & Heald Wealth Management’s Agilent Technologies A Stock Holding History

Eads & Heald 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
-1,549
Closed -$211K – 141
2025
Q4 		$211K Sell
1,549
-101
-6% -$14.5K 0.1% 138
2025
Q3 		$212K Buy
+1,650
New +$199K 0.1% 137

Other funds holding A

BlackRock
BlackRock New York $5.72T 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

Eads & Heald Wealth Management's A Position: Q1 2026 in Review

Eads & Heald Wealth Management sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 1,549 shares — an estimated $211K sold.

Eads & Heald Wealth Management first reported a position in A in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Eads & Heald Wealth Management reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 1,549 Agilent Technologies shares in Q1 2026, an estimated $211K.
  • Eads & Heald Wealth Management first reported a position in Agilent Technologies in Q3 2025 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Agilent Technologies position peaked at $212K in Q3 2025.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.