Live Oak Private Wealth’s Agilent Technologies A Stock Holding History

Live Oak Private 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	$6.87M	Buy	60,280 +6,722	+13%	+$853K	0.96%	43
2025 Q4	$7.29M	Sell	53,558 -96	-0.2%	-$13.8K	0.99%	40
2025 Q3	$6.89M	Buy	53,654 +2,579	+5%	+$312K	0.96%	38
2025 Q2	$6.03M	Buy	51,075 +2,283	+5%	+$253K	0.9%	43
2025 Q1	$5.71M	Buy	48,792 +3,663	+8%	+$494K	0.92%	44
2024 Q4	$6.06M	Buy	45,129 +82	+0.2%	+$11.2K	1.02%	38
2024 Q3	$6.69M	Sell	45,047 -657	-1%	-$90K	1.09%	37
2024 Q2	$5.92M	Buy	45,704 +203	+0.4%	+$28.4K	1.02%	40
2024 Q1	$6.62M	Buy	45,501 +3,412	+8%	+$467K	1.15%	36
2023 Q4	$5.85M	Sell	42,089 -765	-2%	-$91K	1.1%	40
2023 Q3	$4.79M	Buy	+42,854	New	+$5.13M	1.02%	41

Other funds holding A

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Live Oak Private Wealth's A Position: Q1 2026 in Review

Live Oak Private Wealth increased its Agilent Technologies (A) stake by 13% in Q1 2026, buying an estimated $853K and bringing the position to 60,280 shares worth $6.87M. The position accounts for 0.96% of the portfolio, ranked #43.

Live Oak Private Wealth first reported a position in A in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.29M in Q4 2025. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

Live Oak Private Wealth held 60,280 shares of Agilent Technologies worth $6.87M as of Q1 2026.
Live Oak Private Wealth bought 6,722 Agilent Technologies shares in Q1 2026, an estimated $853K.
Agilent Technologies made up 0.96% of Live Oak Private Wealth's portfolio in Q1 2026, its #43 holding.
Live Oak Private Wealth first reported a position in Agilent Technologies in Q3 2023 and has held it in 11 quarters since.
Live Oak Private Wealth's Agilent Technologies position peaked at $7.29M in Q4 2025.
1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.