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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's A Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Agilent Technologies (A) in Q1 2026: 116 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in A as recently as Q3 2025.

Heritage Wealth Advisors first reported a position in A in Q3 2018 and has held it in 30 quarters since. The position peaked at $132K in Q4 2020. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

Heritage Wealth Advisors held 116 shares of Agilent Technologies worth $13.2K as of Q1 2026.
Agilent Technologies was a new Heritage Wealth Advisors position in Q1 2026.
Agilent Technologies made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #496 holding.
Heritage Wealth Advisors first reported a position in Agilent Technologies in Q3 2018 and has held it in 30 quarters since.
Heritage Wealth Advisors's Agilent Technologies position peaked at $132K in Q4 2020.
1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.