Grant Private Wealth Management’s Agilent Technologies A Stock Holding History

Grant Private Wealth 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 Q2	$306K	Sell	2,300 -350	-13%	-$42.6K	0.13%	120
2026 Q1	$302K	Sell	2,650 -50	-2%	-$6.34K	0.16%	117
2025 Q4	$367K	Hold	2,700	–	–	0.22%	96
2025 Q3	$347K	Buy	+2,700	New	+$326K	0.21%	97
2025 Q2	–	Sell	-2,850	Closed	-$333K	–	71
2025 Q1	$333K	Hold	2,850	–	–	0.36%	83
2024 Q4	$383K	Buy	+2,850	New	+$390K	0.41%	60

Other funds holding A

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Grant Private Wealth Management's A Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Agilent Technologies (A) stake by 13% in Q2 2026, selling an estimated $42.6K and leaving 2,300 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #120.

Grant Private Wealth Management first reported a position in A in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q4 2024. 133 funds tracked by Wall St. Rank hold A as of Q2 2026.

Grant Private Wealth Management held 2,300 shares of Agilent Technologies worth $306K as of Q2 2026.
Grant Private Wealth Management sold 350 Agilent Technologies shares in Q2 2026, an estimated $42.6K.
Agilent Technologies made up 0.13% of Grant Private Wealth Management's portfolio in Q2 2026, its #120 holding.
Grant Private Wealth Management first reported a position in Agilent Technologies in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Agilent Technologies position peaked at $383K in Q4 2024.
133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.