MFGM
A icon

Marshall Financial Group (Maryland)’s Agilent Technologies A Stock Holding History

Marshall Financial Group (Maryland)’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 		$252K Sell
1,897
-780
-29% -$95K 0.04% 280
2026
Q1 		$305K Sell
2,677
-252
-9% -$32K 0.05% 245
2025
Q4 		$399K Sell
2,929
-7,410
-72% -$1.06M 0.08% 215
2025
Q3 		$1.33M Buy
10,339
+402
+4% +$48.6K 0.26% 90
2025
Q2 		$1.19M Buy
9,937
+938
+10% +$104K 0.23% 99
2025
Q1 		$1.05M Buy
8,999
+428
+5% +$57.7K 0.23% 104
2024
Q4 		$1.15M Buy
8,571
+328
+4% +$44.9K 0.28% 91
2024
Q3 		$1.22M Buy
8,243
+82
+1% +$11.2K 0.29% 87
2024
Q2 		$1.06M Buy
+8,161
New +$1.14M 0.3% 88
2023
Q4 		– Sell
-6,080
Closed -$680K – 176
2023
Q3 		$680K Buy
6,080
+277
+5% +$33.2K 0.25% 109
2023
Q2 		$698K Buy
5,803
+257
+5% +$32.7K 0.24% 110
2023
Q1 		$767K Buy
+5,546
New +$811K 0.28% 100
2022
Q1 		– Sell
-1,406
Closed -$224K – 204
2021
Q4 		$224K Sell
1,406
-700
-33% -$109K 0.08% 201
2021
Q3 		$332K Sell
2,106
-104
-5% -$16.8K 0.17% 143
2021
Q2 		$327K Hold
2,210
– – 0.18% 142
2021
Q1 		$281K Buy
+2,210
New +$273K 0.17% 116

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s A Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Agilent Technologies (A) stake by 29% in Q2 2026, selling an estimated $95K and leaving 1,897 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #280.

Marshall Financial Group (Maryland) first reported a position in A in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.33M in Q3 2025. 1,126 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,897 shares of Agilent Technologies worth $252K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 780 Agilent Technologies shares in Q2 2026, an estimated $95K.
  • Agilent Technologies made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #280 holding.
  • Marshall Financial Group (Maryland) first reported a position in Agilent Technologies in Q1 2021 and has held it in 16 quarters since.
  • Marshall Financial Group (Maryland)'s Agilent Technologies position peaked at $1.33M in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.