Oak Family Advisors’s Agilent Technologies A Stock Holding History

Oak Family 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
2025 Q1	–	Sell	-1,621	Closed	-$218K	–	104
2024 Q4	$218K	Sell	1,621 -3,328	-67%	-$456K	0.08%	105
2024 Q3	$735K	Hold	4,949	–	–	0.23%	78
2024 Q2	$642K	Buy	4,949 +108	+2%	+$15.1K	0.22%	77
2024 Q1	$704K	Buy	4,841 +15	+0.3%	+$2.06K	0.27%	72
2023 Q4	$671K	Buy	4,826 +200	+4%	+$23.8K	0.28%	74
2023 Q3	$517K	Buy	4,626 +189	+4%	+$22.6K	0.24%	73
2023 Q2	$534K	Buy	4,437 +251	+6%	+$32K	0.25%	74
2023 Q1	$579K	Buy	4,186 +72	+2%	+$10.5K	0.29%	68
2022 Q4	$616K	Buy	4,114 +1,285	+45%	+$183K	0.33%	63
2022 Q3	$344K	Buy	2,829 +978	+53%	+$126K	0.18%	86
2022 Q2	$220K	Hold	1,851	–	–	0.11%	115
2022 Q1	$245K	Hold	1,851	–	–	0.1%	123
2021 Q4	$296K	Buy	1,851 +21	+1%	+$3.27K	0.11%	123
2021 Q3	$288K	Buy	+1,830	New	+$296K	0.11%	118

Other funds holding A

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Oak Family Advisors's A Position: Q1 2025 in Review

Oak Family Advisors sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 1,621 shares — an estimated $218K sold.

Oak Family Advisors first reported a position in A in Q3 2021 and held it in 14 quarters. The position peaked at $735K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

Oak Family Advisors reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
Oak Family Advisors sold 1,621 Agilent Technologies shares in Q1 2025, an estimated $218K.
Oak Family Advisors first reported a position in Agilent Technologies in Q3 2021 and held it in 14 quarters.
Oak Family Advisors's Agilent Technologies position peaked at $735K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.