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Mowery & Schoenfeld Wealth Management’s Agilent Technologies A Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-9
Closed -$1.23K – 358
2025
Q4 		$1.23K Buy
+9
New +$1.29K ﹤0.01% 440
2025
Q2 		– Hold
0
– – – 396
2025
Q1 		– Sell
-47
Closed -$6.33K – 455
2024
Q4 		$6.31K Buy
+47
New +$6.44K 0.01% 277

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's A Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 9 shares — an estimated $1.23K sold.

Mowery & Schoenfeld Wealth Management first reported a position in A in Q4 2024 and held it in 2 quarters. The position peaked at $6.31K in Q4 2024. 1,075 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 9 Agilent Technologies shares in Q1 2026, an estimated $1.23K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Agilent Technologies in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Agilent Technologies position peaked at $6.31K in Q4 2024.
  • 1,075 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.