Heritage Wealth Advisors’s Agilent Technologies A Stock Holding History

Heritage Wealth 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 Q2	$15.4K	Hold	116	–	–	﹤0.01%	482
2026 Q1	$13.2K	Buy	+116	New	+$14.7K	﹤0.01%	496
2025 Q4	–	Sell	-28	Closed	-$3.59K	–	592
2025 Q3	$3.59K	Hold	28	–	–	﹤0.01%	495
2025 Q2	$3.3K	Hold	28	–	–	﹤0.01%	489
2025 Q1	$3.27K	Sell	28 -36	-56%	-$4.85K	﹤0.01%	481
2024 Q4	$8.6K	Buy	64 +5	+8%	+$685	﹤0.01%	454
2024 Q3	$8.76K	Buy	59 +31	+111%	+$4.24K	﹤0.01%	447
2024 Q2	$3.63K	Hold	28	–	–	﹤0.01%	463
2024 Q1	$4.07K	Hold	28	–	–	﹤0.01%	480
2023 Q4	$3.89K	Hold	28	–	–	﹤0.01%	488
2023 Q3	$3.13K	Sell	28 -138	-83%	-$16.5K	﹤0.01%	451
2023 Q2	$20K	Sell	166 -200	-55%	-$25.5K	﹤0.01%	401
2023 Q1	$50.6K	Hold	366	–	–	﹤0.01%	321
2022 Q4	$54.8K	Hold	366	–	–	﹤0.01%	316
2022 Q3	$44.5K	Sell	366 -200	-35%	-$25.7K	﹤0.01%	309
2022 Q2	$67K	Hold	566	–	–	﹤0.01%	297
2022 Q1	$75K	Hold	566	–	–	﹤0.01%	276
2021 Q4	$90K	Hold	566	–	–	﹤0.01%	274
2021 Q3	$89.2K	Hold	566	–	–	0.01%	261
2021 Q2	$83.7K	Hold	566	–	–	0.01%	270
2021 Q1	$72K	Sell	566 -544	-49%	-$67.2K	﹤0.01%	296
2020 Q4	$132K	Buy	1,110 +246	+28%	+$27.2K	0.01%	229
2020 Q3	$87.2K	Hold	864	–	–	0.01%	221
2020 Q2	$76.4K	Hold	864	–	–	0.01%	227
2020 Q1	$61.9K	Buy	864 +25	+3%	+$2.01K	0.01%	239
2019 Q4	$71.6K	Buy	839 +681	+431%	+$53.6K	0.01%	271
2019 Q3	$12K	Hold	158	–	–	﹤0.01%	383
2019 Q2	$11.8K	Hold	158	–	–	﹤0.01%	379
2019 Q1	$12.7K	Hold	158	–	–	﹤0.01%	346
2018 Q4	$10K	Hold	158	–	–	﹤0.01%	308
2018 Q3	$11K	Buy	+158	New	+$10.5K	﹤0.01%	295

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Wealth Advisors's A Position: Q2 2026 in Review

Heritage Wealth Advisors held its Agilent Technologies (A) position steady in Q2 2026 at 116 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Heritage Wealth Advisors first reported a position in A in Q3 2018 and has held it in 31 quarters since. The position peaked at $132K in Q4 2020. 1,133 funds tracked by Wall St. Rank hold A as of Q2 2026.

Heritage Wealth Advisors held 116 shares of Agilent Technologies worth $15.4K as of Q2 2026.
Heritage Wealth Advisors left its Agilent Technologies share count unchanged in Q2 2026.
Agilent Technologies made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #482 holding.
Heritage Wealth Advisors first reported a position in Agilent Technologies in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's Agilent Technologies position peaked at $132K in Q4 2020.
1,133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.