Institute for Wealth Management’s Agilent Technologies A Stock Holding History

Institute for 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	$13.3K	Buy	+100	New	+$12.2K	﹤0.01%	1252

Other funds holding A

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Institute for Wealth Management's A Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Agilent Technologies (A) in Q2 2026: 100 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings.

663 funds tracked by Wall St. Rank hold A as of Q2 2026.

Institute for Wealth Management held 100 shares of Agilent Technologies worth $13.3K as of Q2 2026.
Agilent Technologies was a new Institute for Wealth Management position in Q2 2026.
Agilent Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1252 holding.
663 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.