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Marshall & Sterling Wealth Advisors’s Agilent Technologies A Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-62
Closed -$7.96K – 339
2025
Q3 		$7.96K Hold
62
– – 0.01% 399
2025
Q2 		$7.32K Buy
+62
New +$6.87K 0.01% 401

Other funds holding A

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's A Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Agilent Technologies (A) in Q4 2025, closing a stake of 62 shares — an estimated $7.96K sold.

Marshall & Sterling Wealth Advisors first reported a position in A in Q2 2025 and held it in 2 quarters. The position peaked at $7.96K in Q3 2025. 1,148 funds tracked by Wall St. Rank hold A as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Agilent Technologies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 62 Agilent Technologies shares in Q4 2025, an estimated $7.96K.
  • Marshall & Sterling Wealth Advisors first reported a position in Agilent Technologies in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Agilent Technologies position peaked at $7.96K in Q3 2025.
  • 1,148 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.