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Elevation Wealth Partners’s Agilent Technologies A Stock Holding History

Elevation Wealth Partners’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 		$603K Buy
4,536
+315
+7% +$38.4K 0.18% 76
2026
Q1 		$481K Buy
4,221
+2
+0% +$254 0.17% 78
2025
Q4 		$574K Hold
4,219
– – 0.2% 66
2025
Q3 		$542K Buy
4,219
+43
+1% +$5.19K 0.2% 74
2025
Q2 		$493K Hold
4,176
– – 0.19% 72
2025
Q1 		$489K Hold
4,176
– – 0.21% 70
2024
Q4 		$561K Hold
4,176
– – 0.24% 64
2024
Q3 		$620K Sell
4,176
-58
-1% -$7.94K 0.27% 57
2024
Q2 		$549K Buy
4,234
+48
+1% +$6.71K 0.26% 61
2024
Q1 		$609K Sell
4,186
-10
-0.2% -$1.37K 0.3% 57
2023
Q4 		$469K Hold
4,196
– – 0.28% 64
2023
Q3 		$469K Hold
4,196
– – 0.41% 34
2023
Q2 		$505K Buy
4,196
+50
+1% +$6.37K 0.43% 32
2023
Q1 		$574K Buy
+4,146
New +$606K 0.53% 30

Other funds holding A

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
CS
CapitalatWork SA Auderghem $3.99B AUM
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
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Elevation Wealth Partners's A Position: Q2 2026 in Review

Elevation Wealth Partners increased its Agilent Technologies (A) stake by 7.5% in Q2 2026, buying an estimated $38.4K and bringing the position to 4,536 shares worth $603K. The position accounts for 0.18% of the portfolio, ranked #76.

Elevation Wealth Partners first reported a position in A in Q1 2023 and has held it in 14 quarters since. The position peaked at $620K in Q3 2024. 374 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Elevation Wealth Partners held 4,536 shares of Agilent Technologies worth $603K as of Q2 2026.
  • Elevation Wealth Partners bought 315 Agilent Technologies shares in Q2 2026, an estimated $38.4K.
  • Agilent Technologies made up 0.18% of Elevation Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Elevation Wealth Partners first reported a position in Agilent Technologies in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Agilent Technologies position peaked at $620K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.