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Fi3 Financial Advisors’s Agilent Technologies A Stock Holding History

Fi3 Financial 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 		$204K Buy
+1,783
New +$226K 0.06% 208
2025
Q3 		– Sell
-1,809
Closed -$213K – 160
2025
Q2 		$213K Buy
+1,809
New +$200K 0.08% 155

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

Fi3 Financial Advisors's A Position: Q1 2026 in Review

Fi3 Financial Advisors opened a new position in Agilent Technologies (A) in Q1 2026: 1,783 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #208 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in A as recently as Q2 2025.

Fi3 Financial Advisors first reported a position in A in Q2 2025 and has held it in 2 quarters since. The position peaked at $213K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Fi3 Financial Advisors held 1,783 shares of Agilent Technologies worth $204K as of Q1 2026.
  • Agilent Technologies was a new Fi3 Financial Advisors position in Q1 2026.
  • Agilent Technologies made up 0.06% of Fi3 Financial Advisors's portfolio in Q1 2026, its #208 holding.
  • Fi3 Financial Advisors first reported a position in Agilent Technologies in Q2 2025 and has held it in 2 quarters since.
  • Fi3 Financial Advisors's Agilent Technologies position peaked at $213K in Q2 2025.
  • 1,069 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.