IWC
A icon

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
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 $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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's A Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Agilent Technologies (A) stake by 514% in Q1 2026, buying an estimated $1.22M and bringing the position to 11,467 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #964.

Integrated Wealth Concepts first reported a position in A in Q1 2023 and has held it in 13 quarters since. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Integrated Wealth Concepts held 11,467 shares of Agilent Technologies worth $1.31M as of Q1 2026.
  • Integrated Wealth Concepts bought 9,598 Agilent Technologies shares in Q1 2026, an estimated $1.22M.
  • Agilent Technologies made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #964 holding.
  • Integrated Wealth Concepts first reported a position in Agilent Technologies in Q1 2023 and has held it in 13 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.