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Liberty Wealth Management’s Agilent Technologies A Stock Holding History

Liberty 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
Q1 		– Sell
-2,437
Closed -$332K – 267
2025
Q4 		$332K Buy
2,437
+772
+46% +$111K 0.04% 175
2025
Q3 		$214K Buy
+1,665
New +$201K 0.03% 230
2025
Q1 		– Sell
-1,667
Closed -$224K – 155
2024
Q4 		$224K Buy
1,667
+2
+0.1% +$274 0.04% 191
2024
Q3 		$247K Sell
1,665
-72,286
-98% -$9.9M 0.04% 179
2024
Q2 		$206K Buy
+73,951
New +$10.3M 0.04% 193
2024
Q1 		– Sell
-1,586
Closed -$221K – 187
2023
Q4 		$221K Buy
+1,586
New +$189K 0.05% 152
2022
Q2 		– Sell
-1,522
Closed -$201K – 150
2022
Q1 		$201K Buy
1,522
+1
+0.1% +$138 0.07% 151
2021
Q4 		$242 Sell
1,521
-528
-26% -$82.2K 0.01% 138
2021
Q3 		$323K Buy
2,049
+500
+32% +$80.9K 0.12% 109
2021
Q2 		$233K Buy
1,549
+1,008
+186% +$137K 0.09% 114
2021
Q1 		$66K Buy
541
+3
+0.6% +$371 0.03% 234
2020
Q4 		$65K Buy
538
+35
+7% +$3.87K 0.03% 237
2020
Q3 		$51K Buy
503
+106
+27% +$10.2K 0.03% 232
2020
Q2 		$35K Buy
397
+1
+0.3% +$82 0.02% 275
2020
Q1 		$28K Sell
396
-221
-36% -$17.8K 0.02% 298
2019
Q4 		$52K Buy
+617
New +$48.6K 0.04% 236
2019
Q3 		– Sell
-393
Closed -$29K – 850
2019
Q2 		$29K Buy
+393
New +$29.1K 0.03% 344

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's A Position: Q1 2026 in Review

Liberty Wealth Management sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 2,437 shares — an estimated $332K sold.

Liberty Wealth Management first reported a position in A in Q2 2019 and held it in 17 quarters. The position peaked at $332K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Liberty Wealth Management reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Liberty Wealth Management sold 2,437 Agilent Technologies shares in Q1 2026, an estimated $332K.
  • Liberty Wealth Management first reported a position in Agilent Technologies in Q2 2019 and held it in 17 quarters.
  • Liberty Wealth Management's Agilent Technologies position peaked at $332K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.