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Forum Financial Management’s Agilent Technologies A Stock Holding History

Forum Financial Management’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
-3,068
Closed -$417K – 333
2025
Q4 		$417K Buy
3,068
+147
+5% +$21.1K 0.01% 574
2025
Q3 		$375K Buy
2,921
+70
+2% +$8.46K 0.01% 606
2025
Q2 		$336K Sell
2,851
-442
-13% -$49K 0.01% 607
2025
Q1 		$385K Sell
3,293
-149
-4% -$20.1K 0.01% 467
2024
Q4 		$462K Buy
3,442
+1,025
+42% +$140K 0.01% 405
2024
Q3 		$359K Buy
2,417
+4
+0.2% +$548 0.01% 442
2024
Q2 		$313K Buy
2,413
+2
+0.1% +$280 0.01% 461
2024
Q1 		$351K Hold
2,411
– – 0.01% 443
2023
Q4 		$335K Sell
2,411
-158
-6% -$18.8K 0.01% 411
2023
Q3 		$287K Hold
2,569
– – 0.01% 433
2023
Q2 		$309K Buy
2,569
+122
+5% +$15.5K 0.01% 423
2023
Q1 		$339K Sell
2,447
-53
-2% -$7.75K 0.01% 365
2022
Q4 		$374K Sell
2,500
-135
-5% -$19.3K 0.01% 326
2022
Q3 		$320K Sell
2,635
-24
-0.9% -$3.08K 0.02% 324
2022
Q2 		$316K Buy
2,659
+637
+32% +$78.3K 0.02% 338
2022
Q1 		$267K Buy
2,022
+43
+2% +$5.92K 0.01% 450
2021
Q4 		$316K Buy
+1,979
New +$308K 0.02% 392

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's A Position: Q1 2026 in Review

Forum Financial Management sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 3,068 shares — an estimated $417K sold.

Forum Financial Management first reported a position in A in Q4 2021 and held it in 17 quarters. The position peaked at $462K in Q4 2024. 1,072 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Forum Financial Management reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,068 Agilent Technologies shares in Q1 2026, an estimated $417K.
  • Forum Financial Management first reported a position in Agilent Technologies in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Agilent Technologies position peaked at $462K in Q4 2024.
  • 1,072 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.