GA
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GoalVest Advisory’s Agilent Technologies A Stock Holding History

GoalVest Advisory’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
Q3 		$5.86K Buy
+34
New +$5.01K ﹤0.01% 537
2026
Q1 		– Sell
-91
Closed -$12.4K – 446
2025
Q4 		$12.4K Buy
+91
New +$13.1K ﹤0.01% 402
2022
Q2 		– Sell
-3
Closed – – 300
2022
Q1 		$0 Buy
+3
New +$413 ﹤0.01% 374

Other funds holding A

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

GoalVest Advisory's A Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Agilent Technologies (A) in Q3 2026: 34 shares worth $5.86K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in A as recently as Q4 2025.

GoalVest Advisory first reported a position in A in Q1 2022 and has held it in 3 quarters since. The position peaked at $12.4K in Q4 2025. 51 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • GoalVest Advisory held 34 shares of Agilent Technologies worth $5.86K as of Q3 2026.
  • Agilent Technologies was a new GoalVest Advisory position in Q3 2026.
  • Agilent Technologies made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #537 holding.
  • GoalVest Advisory first reported a position in Agilent Technologies in Q1 2022 and has held it in 3 quarters since.
  • GoalVest Advisory's Agilent Technologies position peaked at $12.4K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.