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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
Q3 		$802K Buy
4,655
+119
+3% +$17.5K 0.23% 58
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

Elevation Wealth Partners's A Position: Q3 2026 in Review

Elevation Wealth Partners increased its Agilent Technologies (A) stake by 2.6% in Q3 2026, buying an estimated $17.5K and bringing the position to 4,655 shares worth $802K. The position accounts for 0.23% of the portfolio, ranked #58.

Elevation Wealth Partners first reported a position in A in Q1 2023 and has held it in 15 quarters since. 51 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Elevation Wealth Partners held 4,655 shares of Agilent Technologies worth $802K as of Q3 2026.
  • Elevation Wealth Partners bought 119 Agilent Technologies shares in Q3 2026, an estimated $17.5K.
  • Agilent Technologies made up 0.23% of Elevation Wealth Partners's portfolio in Q3 2026, its #58 holding.
  • Elevation Wealth Partners first reported a position in Agilent Technologies in Q1 2023 and has held it in 15 quarters since.
  • 51 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.