McCarter Private Wealth Services
A icon

McCarter Private Wealth Services’s Agilent Technologies A Stock Holding History

McCarter Private Wealth Services’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
Q3 		$260K Buy
+1,510
New +$222K 0.09% 155
2026
Q2 		– Sell
-2,299
Closed -$262K – 180
2026
Q1 		$262K Buy
+2,299
New +$292K 0.11% 145

Other funds holding A

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

McCarter Private Wealth Services's A Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in Agilent Technologies (A) in Q3 2026: 1,510 shares worth $260K. The stake represents 0.09% of the portfolio and ranks #155 among its holdings. This is a return to the name: McCarter Private Wealth Services previously reported a position in A as recently as Q1 2026.

McCarter Private Wealth Services first reported a position in A in Q1 2026 and has held it in 2 quarters since. The position peaked at $262K in Q1 2026. 294 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • McCarter Private Wealth Services held 1,510 shares of Agilent Technologies worth $260K as of Q3 2026.
  • Agilent Technologies was a new McCarter Private Wealth Services position in Q3 2026.
  • Agilent Technologies made up 0.09% of McCarter Private Wealth Services's portfolio in Q3 2026, its #155 holding.
  • McCarter Private Wealth Services first reported a position in Agilent Technologies in Q1 2026 and has held it in 2 quarters since.
  • McCarter Private Wealth Services's Agilent Technologies position peaked at $262K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.