Loring Wolcott & Coolidge Fiduciary Advisors’s Agilent Technologies A Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$634K	Sell	4,776 -250	-5%	-$30.5K	0.01%	218
2026 Q1	$578K	Hold	5,026	–	–	0.01%	221
2025 Q4	$683K	Sell	5,026 -514	-9%	-$73.9K	0.01%	207
2025 Q3	$817K	Hold	5,540	–	–	0.01%	193
2025 Q2	$654K	Hold	5,540	–	–	0.01%	188
2025 Q1	$582K	Hold	5,540	–	–	0.01%	200
2024 Q4	$836K	Hold	5,540	–	–	0.01%	179
2024 Q3	$724K	Hold	5,540	–	–	0.01%	189
2024 Q2	$754K	Sell	5,540 -52	-0.9%	-$7.27K	0.01%	175
2024 Q1	$749K	Buy	5,592 +52	+0.9%	+$7.12K	0.01%	169
2023 Q4	$721K	Hold	5,540	–	–	0.01%	177
2023 Q3	$579K	Hold	5,540	–	–	0.01%	183
2023 Q2	$666K	Sell	5,540 -250	-4%	-$31.9K	0.01%	180
2023 Q1	$801K	Hold	5,790	–	–	0.01%	166
2022 Q4	$866K	Sell	5,790 -100	-2%	-$14.3K	0.01%	158
2022 Q3	$716K	Hold	5,890	–	–	0.01%	167
2022 Q2	$700K	Hold	5,890	–	–	0.01%	177
2022 Q1	$779K	Buy	5,890 +1,860	+46%	+$256K	0.01%	184
2021 Q4	$643K	Sell	4,030 -82	-2%	-$12.8K	0.01%	202
2021 Q3	$648K	Sell	4,112 -46	-1%	-$7.44K	0.01%	198
2021 Q2	$615K	Buy	4,158 +1,500	+56%	+$205K	0.01%	207
2021 Q1	$338K	Buy	2,658 +1,886	+244%	+$233K	﹤0.01%	244
2020 Q4	$91K	Buy	772 +42	+6%	+$4.65K	﹤0.01%	360
2020 Q3	$74K	Buy	730 +216	+42%	+$20.9K	﹤0.01%	355
2020 Q2	$45K	Hold	514	–	–	﹤0.01%	384
2020 Q1	$37K	Hold	514	–	–	﹤0.01%	405
2019 Q4	$44K	Hold	514	–	–	﹤0.01%	429
2019 Q3	$39K	Hold	514	–	–	﹤0.01%	428
2019 Q2	$38K	Hold	514	–	–	﹤0.01%	427
2019 Q1	$41K	Hold	514	–	–	﹤0.01%	415
2018 Q4	$35K	Hold	514	–	–	﹤0.01%	445
2018 Q3	$36K	Hold	514	–	–	﹤0.01%	450
2018 Q2	$32K	Hold	514	–	–	﹤0.01%	467
2018 Q1	$34K	Sell	514 -150	-23%	-$10.5K	﹤0.01%	480
2017 Q4	$44K	Buy	664 +150	+29%	+$10.1K	﹤0.01%	448
2017 Q3	$33K	Hold	514	–	–	﹤0.01%	463
2017 Q2	$31K	Hold	514	–	–	﹤0.01%	455
2017 Q1	$27K	Hold	514	–	–	﹤0.01%	465
2016 Q4	$23K	Hold	514	–	–	﹤0.01%	459
2016 Q3	$24K	Hold	514	–	–	﹤0.01%	467
2016 Q2	$23K	Buy	+514	New	+$22.2K	﹤0.01%	472
2015 Q1	–	Sell	-2,766	Closed	-$113K	–	619
2014 Q4	$113K	Sell	2,766 -1,101	-28%	-$44.4K	﹤0.01%	344
2014 Q3	$158K	Hold	3,867	–	–	﹤0.01%	294
2014 Q2	$159K	Hold	3,867	–	–	﹤0.01%	301
2014 Q1	$155K	Hold	3,867	–	–	﹤0.01%	288
2013 Q4	$158K	Hold	3,867	–	–	﹤0.01%	280
2013 Q3	$142K	Buy	+3,867	New	+$130K	﹤0.01%	272

Other funds holding A

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's A Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Agilent Technologies (A) stake by 5% in Q2 2026, selling an estimated $30.5K and leaving 4,776 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #218.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in A in Q3 2013 and has held it in 47 quarters since. The position peaked at $866K in Q4 2022. 575 funds tracked by Wall St. Rank hold A as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,776 shares of Agilent Technologies worth $634K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 250 Agilent Technologies shares in Q2 2026, an estimated $30.5K.
Agilent Technologies made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #218 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Agilent Technologies in Q3 2013 and has held it in 47 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Agilent Technologies position peaked at $866K in Q4 2022.
575 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.