Live Oak Private Wealth
A icon

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
Q3 		$10.4M Sell
60,090
-2,410
-4% -$355K 1.25% 24
2026
Q2 		$8.3M Buy
62,500
+2,220
+4% +$271K 1.04% 36
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Live Oak Private Wealth's A Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Agilent Technologies (A) stake by 3.9% in Q3 2026, selling an estimated $355K and leaving 60,090 shares worth $10.4M. The position accounts for 1.25% of the portfolio, ranked #24.

Live Oak Private Wealth first reported a position in A in Q3 2023 and has held it in 13 quarters since. 1,049 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Live Oak Private Wealth held 60,090 shares of Agilent Technologies worth $10.4M as of Q3 2026.
  • Live Oak Private Wealth sold 2,410 Agilent Technologies shares in Q3 2026, an estimated $355K.
  • Agilent Technologies made up 1.25% of Live Oak Private Wealth's portfolio in Q3 2026, its #24 holding.
  • Live Oak Private Wealth first reported a position in Agilent Technologies in Q3 2023 and has held it in 13 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.