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Integrated Wealth Concepts’s Agilent Technologies A Stock Holding History

Integrated Wealth Concepts’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 		$1.53M Buy
11,555
+88
+0.8% +$10.7K 0.01% 970
2026
Q1 		$1.31M Buy
11,467
+9,598
+514% +$1.22M 0.01% 964
2025
Q4 		$254K Sell
1,869
-2,883
-61% -$414K ﹤0.01% 1390
2025
Q3 		$610K Sell
4,752
-686
-13% -$82.9K 0.01% 1246
2025
Q2 		$642K Buy
5,438
+2,964
+120% +$328K 0.01% 1137
2025
Q1 		$289K Sell
2,474
-939
-28% -$127K ﹤0.01% 1421
2024
Q4 		$458K Buy
3,413
+671
+24% +$91.9K 0.01% 1164
2024
Q3 		$407K Sell
2,742
-287
-9% -$39.3K 0.01% 1174
2024
Q2 		$393K Buy
3,029
+319
+12% +$44.6K 0.01% 1161
2024
Q1 		$395K Sell
2,710
-40
-1% -$5.48K 0.01% 1166
2023
Q4 		$382K Buy
2,750
+45
+2% +$5.35K 0.01% 1126
2023
Q3 		$302K Sell
2,705
-4
-0.1% -$479 0.01% 1225
2023
Q2 		$326K Buy
2,709
+156
+6% +$19.9K 0.01% 1190
2023
Q1 		$353K Buy
+2,553
New +$373K 0.01% 981

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Agilent Technologies (A) stake by 0.77% in Q2 2026, buying an estimated $10.7K and bringing the position to 11,555 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #970.

Integrated Wealth Concepts first reported a position in A in Q1 2023 and has held it in 14 quarters since. 1,134 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Integrated Wealth Concepts held 11,555 shares of Agilent Technologies worth $1.53M as of Q2 2026.
  • Integrated Wealth Concepts bought 88 Agilent Technologies shares in Q2 2026, an estimated $10.7K.
  • Agilent Technologies made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #970 holding.
  • Integrated Wealth Concepts first reported a position in Agilent Technologies in Q1 2023 and has held it in 14 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.