Evergreen Private Wealth’s Agilent Technologies A Stock Holding History

Evergreen Private Wealth’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	-818	Closed	-$111K	–	87
2025 Q4	$111K	Sell	818 -54	-6%	-$7.76K	0.04%	89
2025 Q3	$112K	Sell	872 -54	-6%	-$6.52K	0.05%	86
2025 Q2	$109K	Sell	926 -66	-7%	-$7.31K	0.05%	90
2025 Q1	$116K	Buy	992 +1	+0.1%	+$135	0.05%	92
2024 Q4	$133K	Buy	991 +2	+0.2%	+$274	0.06%	90
2024 Q3	$147K	Buy	989 +8	+0.8%	+$1.09K	0.07%	87
2024 Q2	$127K	Sell	981 -2	-0.2%	-$280	0.06%	90
2024 Q1	$143K	Buy	983 +152	+18%	+$20.8K	0.07%	86
2023 Q4	$116K	Buy	+831	New	+$98.9K	0.06%	87

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's A Position: Q1 2026 in Review

Evergreen Private Wealth sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 818 shares — an estimated $111K sold.

Evergreen Private Wealth first reported a position in A in Q4 2023 and held it in 9 quarters. The position peaked at $147K in Q3 2024. 1,072 funds tracked by Wall St. Rank hold A as of Q1 2026.

Evergreen Private Wealth reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
Evergreen Private Wealth sold 818 Agilent Technologies shares in Q1 2026, an estimated $111K.
Evergreen Private Wealth first reported a position in Agilent Technologies in Q4 2023 and held it in 9 quarters.
Evergreen Private Wealth's Agilent Technologies position peaked at $147K in Q3 2024.
1,072 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.