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Everhart Financial Group’s Agilent Technologies A Stock Holding History

Everhart Financial Group’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 		$492K Buy
3,706
+28
+0.8% +$3.41K 0.03% 281
2026
Q1 		$419K Buy
3,678
+705
+24% +$89.4K 0.04% 306
2025
Q4 		$405K Buy
2,973
+304
+11% +$43.7K 0.04% 287
2025
Q3 		$343K Buy
2,669
+670
+34% +$80.9K 0.03% 299
2025
Q2 		$236K Sell
1,999
-62
-3% -$6.87K 0.03% 314
2025
Q1 		$241K Sell
2,061
-85
-4% -$11.5K 0.03% 297
2024
Q4 		$288K Sell
2,146
-155
-7% -$21.2K 0.06% 262
2024
Q3 		$342K Buy
2,301
+24
+1% +$3.29K 0.08% 241
2024
Q2 		$295K Buy
+2,277
New +$318K 0.08% 226
2023
Q2 		– Sell
-2,267
Closed -$314K – 216
2023
Q1 		$314K Buy
2,267
+183
+9% +$26.8K 0.14% 131
2022
Q4 		$312K Sell
2,084
-156
-7% -$22.3K 0.16% 117
2022
Q3 		$272K Buy
2,240
+449
+25% +$57.7K 0.15% 138
2022
Q2 		$213K Buy
+1,791
New +$220K 0.13% 168

Other funds holding A

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's A Position: Q2 2026 in Review

Everhart Financial Group increased its Agilent Technologies (A) stake by 0.76% in Q2 2026, buying an estimated $3.41K and bringing the position to 3,706 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #281.

Everhart Financial Group first reported a position in A in Q2 2022 and has held it in 13 quarters since. 157 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Everhart Financial Group held 3,706 shares of Agilent Technologies worth $492K as of Q2 2026.
  • Everhart Financial Group bought 28 Agilent Technologies shares in Q2 2026, an estimated $3.41K.
  • Agilent Technologies made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #281 holding.
  • Everhart Financial Group first reported a position in Agilent Technologies in Q2 2022 and has held it in 13 quarters since.
  • 157 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.