J.W. Cole Advisors’s Agilent Technologies A Stock Holding History

J.W. Cole Advisors’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	$326K	Sell	2,456 -154	-6%	-$18.8K	0.01%	1230
2026 Q1	$297K	Sell	2,610 -488	-16%	-$61.9K	0.01%	632
2025 Q4	$421K	Buy	3,098 +39	+1%	+$5.61K	0.01%	953
2025 Q3	$393K	Buy	3,059 +449	+17%	+$54.2K	0.01%	1096
2025 Q2	$308K	Buy	2,610 +252	+11%	+$27.9K	0.01%	1134
2025 Q1	$276K	Buy	+2,358	New	+$318K	0.01%	1007
2022 Q1	–	Sell	-1,705	Closed	-$272K	–	807
2021 Q4	$272K	Buy	+1,705	New	+$266K	0.02%	686
2020 Q4	–	Sell	-2,690	Closed	-$271K	–	630
2020 Q3	$271K	Buy	+2,690	New	+$260K	0.02%	576

Other funds holding A

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

J.W. Cole Advisors's A Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Agilent Technologies (A) stake by 5.9% in Q2 2026, selling an estimated $18.8K and leaving 2,456 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1230.

J.W. Cole Advisors first reported a position in A in Q3 2020 and has held it in 8 quarters since. The position peaked at $421K in Q4 2025. 397 funds tracked by Wall St. Rank hold A as of Q2 2026.

J.W. Cole Advisors held 2,456 shares of Agilent Technologies worth $326K as of Q2 2026.
J.W. Cole Advisors sold 154 Agilent Technologies shares in Q2 2026, an estimated $18.8K.
Agilent Technologies made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1230 holding.
J.W. Cole Advisors first reported a position in Agilent Technologies in Q3 2020 and has held it in 8 quarters since.
J.W. Cole Advisors's Agilent Technologies position peaked at $421K in Q4 2025.
397 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.