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EP Wealth Advisors’s Agilent Technologies A Stock Holding History

EP Wealth Advisors’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 		$1.55M Buy
11,685
+1,488
+15% +$181K 0.01% 641
2026
Q1 		$1.16M Sell
10,197
-519
-5% -$65.8K 0.01% 606
2025
Q4 		$1.46M Buy
+10,716
New +$1.54M 0.01% 519
2025
Q2 		$1.17M Buy
9,903
+455
+5% +$50.4K 0.01% 531
2025
Q1 		$1.11M Sell
9,448
-68
-0.7% -$9.16K 0.01% 477
2024
Q4 		$1.28M Sell
9,516
-55
-0.6% -$7.54K 0.01% 441
2024
Q3 		$1.42M Sell
9,571
-45
-0.5% -$6.16K 0.01% 423
2024
Q2 		$1.25M Buy
9,616
+1,601
+20% +$224K 0.01% 352
2024
Q1 		$1.17M Sell
8,015
-2,150
-21% -$294K 0.01% 353
2023
Q4 		$1.41M Buy
10,165
+2,619
+35% +$312K 0.02% 310
2023
Q3 		$844K Sell
7,546
-199
-3% -$23.8K 0.01% 365
2023
Q2 		$928K Hold
7,745
– – 0.01% 351
2023
Q1 		$1.07M Buy
7,745
+156
+2% +$22.8K 0.02% 295
2022
Q4 		$1.14M Buy
+7,589
New +$1.08M 0.02% 264
2022
Q3 		– Sell
-7,277
Closed -$864K – 343
2022
Q2 		$864K Buy
7,277
+109
+2% +$13.4K 0.02% 278
2022
Q1 		$949K Sell
7,168
-666
-9% -$91.7K 0.02% 281
2021
Q4 		$1.25M Buy
7,834
+14
+0.2% +$2.18K 0.03% 233
2021
Q3 		$1.23M Buy
7,820
+3,448
+79% +$558K 0.03% 217
2021
Q2 		$646K Sell
4,372
-1,205
-22% -$164K 0.02% 298
2021
Q1 		$709K Buy
5,577
+2,244
+67% +$277K 0.02% 272
2020
Q4 		$395K Buy
+3,333
New +$369K 0.01% 303

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's A Position: Q2 2026 in Review

EP Wealth Advisors increased its Agilent Technologies (A) stake by 15% in Q2 2026, buying an estimated $181K and bringing the position to 11,685 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #641.

EP Wealth Advisors first reported a position in A in Q4 2020 and has held it in 21 quarters since. 1,133 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • EP Wealth Advisors held 11,685 shares of Agilent Technologies worth $1.55M as of Q2 2026.
  • EP Wealth Advisors bought 1,488 Agilent Technologies shares in Q2 2026, an estimated $181K.
  • Agilent Technologies made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #641 holding.
  • EP Wealth Advisors first reported a position in Agilent Technologies in Q4 2020 and has held it in 21 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.