Modera Wealth Management’s Agilent Technologies A Stock Holding History

Modera 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
2026 Q2	$4.3M	Sell	32,365 -1,285	-4%	-$157K	0.05%	201
2026 Q1	$3.84M	Buy	33,650 +753	+2%	+$95.5K	0.05%	199
2025 Q4	$4.48M	Buy	32,897 +1,118	+4%	+$161K	0.05%	194
2025 Q3	$4.08M	Buy	31,779 +849	+3%	+$103K	0.05%	200
2025 Q2	$3.65M	Buy	30,930 +1,771	+6%	+$196K	0.05%	206
2025 Q1	$3.41M	Buy	29,159 +2,218	+8%	+$299K	0.05%	208
2024 Q4	$3.62M	Buy	26,941 +2,053	+8%	+$281K	0.04%	206
2024 Q3	$3.7M	Buy	24,888 +1,462	+6%	+$200K	0.05%	189
2024 Q2	$3.04M	Buy	+23,426	New	+$3.28M	0.04%	195

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Modera Wealth Management's A Position: Q2 2026 in Review

Modera Wealth Management reduced its Agilent Technologies (A) stake by 3.8% in Q2 2026, selling an estimated $157K and leaving 32,365 shares worth $4.3M. The position accounts for 0.05% of the portfolio, ranked #201.

Modera Wealth Management first reported a position in A in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.48M in Q4 2025. 614 funds tracked by Wall St. Rank hold A as of Q2 2026.

Modera Wealth Management held 32,365 shares of Agilent Technologies worth $4.3M as of Q2 2026.
Modera Wealth Management sold 1,285 Agilent Technologies shares in Q2 2026, an estimated $157K.
Agilent Technologies made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #201 holding.
Modera Wealth Management first reported a position in Agilent Technologies in Q2 2024 and has held it in 9 quarters since.
Modera Wealth Management's Agilent Technologies position peaked at $4.48M in Q4 2025.
614 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.