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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
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 $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

EP Wealth Advisors's A Position: Q1 2026 in Review

EP Wealth Advisors reduced its Agilent Technologies (A) stake by 4.8% in Q1 2026, selling an estimated $65.8K and leaving 10,197 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #606.

EP Wealth Advisors first reported a position in A in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2025. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • EP Wealth Advisors held 10,197 shares of Agilent Technologies worth $1.16M as of Q1 2026.
  • EP Wealth Advisors sold 519 Agilent Technologies shares in Q1 2026, an estimated $65.8K.
  • Agilent Technologies made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #606 holding.
  • EP Wealth Advisors first reported a position in Agilent Technologies in Q4 2020 and has held it in 20 quarters since.
  • EP Wealth Advisors's Agilent Technologies position peaked at $1.46M in Q4 2025.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.