MYIA
A icon

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
Q2 		$355K Buy
2,671
+74
+3% +$9.02K 0.01% 915
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's A Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Agilent Technologies (A) stake by 2.8% in Q2 2026, buying an estimated $9.02K and bringing the position to 2,671 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #915.

Mount Yale Investment Advisors first reported a position in A in Q1 2018 and has held it in 13 quarters since. 1,135 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Mount Yale Investment Advisors held 2,671 shares of Agilent Technologies worth $355K as of Q2 2026.
  • Mount Yale Investment Advisors bought 74 Agilent Technologies shares in Q2 2026, an estimated $9.02K.
  • Agilent Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #915 holding.
  • Mount Yale Investment Advisors first reported a position in Agilent Technologies in Q1 2018 and has held it in 13 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.