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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
Q2 		– Sell
-2,299
Closed -$262K – 180
2026
Q1 		$262K Buy
+2,299
New +$292K 0.11% 145

Other funds holding A

BlackRock
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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

McCarter Private Wealth Services's A Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Agilent Technologies (A) in Q2 2026, closing a stake of 2,299 shares — an estimated $262K sold.

McCarter Private Wealth Services first reported a position in A in Q1 2026 and held it in 1 quarter. The position peaked at $262K in Q1 2026. 1,133 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Agilent Technologies position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 2,299 Agilent Technologies shares in Q2 2026, an estimated $262K.
  • McCarter Private Wealth Services first reported a position in Agilent Technologies in Q1 2026 and held it in 1 quarter.
  • McCarter Private Wealth Services's Agilent Technologies position peaked at $262K in Q1 2026.
  • 1,133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.