Mount Yale Investment Advisors’s Agilent Technologies A Stock Holding History

Mount Yale Investment 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
2026 Q1	$296K	Buy	+2,597	New	+$329K	0.01%	898
2025 Q3	–	Sell	-2,124	Closed	-$251K	–	674
2025 Q2	$251K	Buy	2,124 +281	+15%	+$31.1K	0.02%	506
2025 Q1	$216K	Sell	1,843 -112	-6%	-$15.1K	0.02%	507
2024 Q4	$263K	Buy	1,955 +26	+1%	+$3.56K	0.02%	475
2024 Q3	$286K	Sell	1,929 -19	-1%	-$2.6K	0.03%	449
2024 Q2	$253K	Sell	1,948 -45	-2%	-$6.29K	0.02%	478
2024 Q1	$290K	Buy	+1,993	New	+$273K	0.02%	458
2023 Q4	–	Sell	-2,180	Closed	-$244K	–	495
2023 Q3	$244K	Sell	2,180 -26	-1%	-$3.12K	0.03%	434
2023 Q2	$265K	Buy	+2,206	New	+$281K	0.03%	416
2018 Q4	–	Sell	-804	Closed	-$55K	–	307
2018 Q3	$55K	Sell	804 -21	-3%	-$1.39K	0.01%	581
2018 Q2	$51K	Hold	825	–	–	0.01%	615
2018 Q1	$55K	Buy	+825	New	+$57.8K	0.01%	595

Other funds holding A

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's A Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Agilent Technologies (A) in Q1 2026: 2,597 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in A as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in A in Q1 2018 and has held it in 12 quarters since. 1,070 funds tracked by Wall St. Rank hold A as of Q1 2026.

Mount Yale Investment Advisors held 2,597 shares of Agilent Technologies worth $296K as of Q1 2026.
Agilent Technologies was a new Mount Yale Investment Advisors position in Q1 2026.
Agilent Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #898 holding.
Mount Yale Investment Advisors first reported a position in Agilent Technologies in Q1 2018 and has held it in 12 quarters since.
1,070 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.