Nelson Capital Management’s Agilent Technologies A Stock Holding History

Nelson Capital 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
2024 Q4	–	Sell	-1,409	Closed	-$209K	–	109
2024 Q3	$209K	Buy	+1,409	New	+$193K	0.04%	105
2024 Q2	–	Sell	-1,410	Closed	-$205K	–	106
2024 Q1	$205K	Buy	+1,410	New	+$193K	0.04%	102
2019 Q4	–	Sell	-487	Closed	-$37K	–	101
2019 Q3	$37K	Hold	487	–	–	0.01%	172
2019 Q2	$36K	Buy	487 +120	+33%	+$8.89K	0.01%	165
2019 Q1	$29K	Hold	367	–	–	0.01%	165
2018 Q4	$25K	Hold	367	–	–	0.01%	174
2018 Q3	$26K	Hold	367	–	–	0.01%	168
2018 Q2	$23K	Hold	367	–	–	0.01%	165
2018 Q1	$25K	Sell	367 -24	-6%	-$1.68K	0.01%	174
2017 Q4	$26K	Buy	+391	New	+$26.4K	0.01%	182

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Nelson Capital Management's A Position: Q4 2024 in Review

Nelson Capital Management sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 1,409 shares — an estimated $209K sold.

Nelson Capital Management first reported a position in A in Q4 2017 and held it in 10 quarters. The position peaked at $209K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold A as of Q4 2024.

Nelson Capital Management reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
Nelson Capital Management sold 1,409 Agilent Technologies shares in Q4 2024, an estimated $209K.
Nelson Capital Management first reported a position in Agilent Technologies in Q4 2017 and held it in 10 quarters.
Nelson Capital Management's Agilent Technologies position peaked at $209K in Q3 2024.
1,080 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Nelson Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.