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Kaufman Rossin Wealth’s Agilent Technologies A Stock Holding History

Kaufman Rossin Wealth’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 		– Sell
-2,280
Closed -$310K – 99
2025
Q4 		$310K Hold
2,280
– – 0.16% 101
2025
Q3 		$293K Buy
2,280
+56
+3% +$6.76K 0.16% 97
2025
Q2 		$262K Buy
+2,224
New +$246K 0.17% 98

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

Kaufman Rossin Wealth's A Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 2,280 shares — an estimated $310K sold.

Kaufman Rossin Wealth first reported a position in A in Q2 2025 and held it in 3 quarters. The position peaked at $310K in Q4 2025. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 2,280 Agilent Technologies shares in Q1 2026, an estimated $310K.
  • Kaufman Rossin Wealth first reported a position in Agilent Technologies in Q2 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Agilent Technologies position peaked at $310K in Q4 2025.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.