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
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

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

GoalVest Advisory's A Position: Q1 2026 in Review

GoalVest Advisory sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 91 shares — an estimated $12.4K sold.

GoalVest Advisory first reported a position in A in Q1 2022 and held it in 2 quarters. The position peaked at $12.4K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • GoalVest Advisory reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 91 Agilent Technologies shares in Q1 2026, an estimated $12.4K.
  • GoalVest Advisory first reported a position in Agilent Technologies in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's Agilent Technologies position peaked at $12.4K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.