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Holos Integrated Wealth’s Agilent Technologies A Stock Holding History

Holos Integrated Wealth’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 		$4.98K Hold
38
– – ﹤0.01% 301
2026
Q1 		$4.33K Hold
38
– – ﹤0.01% 307
2025
Q4 		$5.24K Hold
38
– – ﹤0.01% 236
2025
Q3 		$5.19K Hold
38
– – ﹤0.01% 229
2025
Q2 		$4.36K Hold
38
– – ﹤0.01% 235
2025
Q1 		$4.45K Hold
38
– – ﹤0.01% 237
2024
Q4 		$5.11K Buy
+38
New +$5.21K ﹤0.01% 231

Other funds holding A

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Holos Integrated Wealth's A Position: Q2 2026 in Review

Holos Integrated Wealth held its Agilent Technologies (A) position steady in Q2 2026 at 38 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Holos Integrated Wealth first reported a position in A in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.24K in Q4 2025. 269 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Holos Integrated Wealth held 38 shares of Agilent Technologies worth $4.98K as of Q2 2026.
  • Holos Integrated Wealth left its Agilent Technologies share count unchanged in Q2 2026.
  • Agilent Technologies made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #301 holding.
  • Holos Integrated Wealth first reported a position in Agilent Technologies in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Agilent Technologies position peaked at $5.24K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.