Independent Advisor Alliance’s Agilent Technologies A Stock Holding History

Independent Advisor Alliance’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	$203K	Sell	1,779 -6,175	-78%	-$783K	﹤0.01%	1497
2025 Q4	$1.08M	Buy	7,954 +5,432	+215%	+$781K	0.03%	450
2025 Q3	$324K	Buy	2,522 +23	+0.9%	+$2.78K	0.01%	743
2025 Q2	$295K	Buy	2,499 +180	+8%	+$19.9K	0.01%	726
2025 Q1	$271K	Sell	2,319 -78	-3%	-$10.5K	0.01%	682
2024 Q4	$322K	Buy	2,397 +941	+65%	+$129K	﹤0.01%	1111
2024 Q3	$216K	Buy	+1,456	New	+$199K	0.01%	646
2022 Q1	–	Sell	-9,340	Closed	-$1.49M	–	663
2021 Q4	$1.49M	Buy	9,340 +331	+4%	+$51.6K	0.07%	210
2021 Q3	$1.42M	Buy	9,009 +278	+3%	+$45K	0.08%	207
2021 Q2	$1.29M	Sell	8,731 -6	-0.1%	-$818	0.07%	228
2021 Q1	$1.11M	Buy	+8,737	New	+$1.08M	0.07%	240

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

Independent Advisor Alliance's A Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Agilent Technologies (A) stake by 78% in Q1 2026, selling an estimated $783K and leaving 1,779 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Independent Advisor Alliance first reported a position in A in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2021. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

Independent Advisor Alliance held 1,779 shares of Agilent Technologies worth $203K as of Q1 2026.
Independent Advisor Alliance sold 6,175 Agilent Technologies shares in Q1 2026, an estimated $783K.
Agilent Technologies made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1497 holding.
Independent Advisor Alliance first reported a position in Agilent Technologies in Q1 2021 and has held it in 11 quarters since.
Independent Advisor Alliance's Agilent Technologies position peaked at $1.49M in Q4 2021.
1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.