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LVW Advisors’s Agilent Technologies A Stock Holding History

LVW 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
2025
Q3 		– Sell
-1,734
Closed -$205K – 348
2025
Q2 		$205K Buy
+1,734
New +$192K 0.02% 319
2025
Q1 		– Sell
-1,870
Closed -$251K – 299
2024
Q4 		$251K Sell
1,870
-367
-16% -$50.3K 0.03% 275
2024
Q3 		$332K Buy
2,237
+266
+13% +$36.4K 0.04% 228
2024
Q2 		$256K Buy
+1,971
New +$276K 0.04% 254

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

LVW Advisors's A Position: Q3 2025 in Review

LVW Advisors sold out of Agilent Technologies (A) in Q3 2025, closing a stake of 1,734 shares — an estimated $205K sold.

LVW Advisors first reported a position in A in Q2 2024 and held it in 4 quarters. The position peaked at $332K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold A as of Q3 2025.

  • LVW Advisors reported no remaining Agilent Technologies position as of Q3 2025 after selling out during the quarter.
  • LVW Advisors sold 1,734 Agilent Technologies shares in Q3 2025, an estimated $205K.
  • LVW Advisors first reported a position in Agilent Technologies in Q2 2024 and held it in 4 quarters.
  • LVW Advisors's Agilent Technologies position peaked at $332K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.