Lyell Wealth Management’s Agilent Technologies A Stock Holding History

Lyell 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
2025 Q2	–	Sell	-7,553	Closed	-$884K	–	220
2025 Q1	$884K	Sell	7,553 -292	-4%	-$39.4K	0.08%	121
2024 Q4	$1.05M	Hold	7,845	–	–	0.09%	118
2024 Q3	$1.16M	Hold	7,845	–	–	0.11%	116
2024 Q2	$1.02M	Buy	7,845 +146	+2%	+$20.4K	0.1%	111
2024 Q1	$1.12M	Sell	7,699 -145	-2%	-$19.9K	0.11%	107
2023 Q4	$1.09M	Buy	7,844 +291	+4%	+$34.6K	0.12%	111
2023 Q3	$845K	Hold	7,553	–	–	0.11%	108
2023 Q2	$908K	Sell	7,553 -15	-0.2%	-$1.91K	0.12%	107
2023 Q1	$1.05M	Hold	7,568	–	–	0.15%	105
2022 Q4	$1.13M	Sell	7,568 -10	-0.1%	-$1.43K	0.18%	98
2022 Q3	$921K	Buy	+7,578	New	+$973K	0.16%	103

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Lyell Wealth Management's A Position: Q2 2025 in Review

Lyell Wealth Management sold out of Agilent Technologies (A) in Q2 2025, closing a stake of 7,553 shares — an estimated $884K sold.

Lyell Wealth Management first reported a position in A in Q3 2022 and held it in 11 quarters. The position peaked at $1.16M in Q3 2024. 1,008 funds tracked by Wall St. Rank hold A as of Q2 2025.

Lyell Wealth Management reported no remaining Agilent Technologies position as of Q2 2025 after selling out during the quarter.
Lyell Wealth Management sold 7,553 Agilent Technologies shares in Q2 2025, an estimated $884K.
Lyell Wealth Management first reported a position in Agilent Technologies in Q3 2022 and held it in 11 quarters.
Lyell Wealth Management's Agilent Technologies position peaked at $1.16M in Q3 2024.
1,008 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2025.

Based on Lyell Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.