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Outlook Wealth Advisors’s Agilent Technologies A Stock Holding History

Outlook Wealth 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
Q3 		– Sell
-2,851
Closed -$336K – 291
2025
Q2 		$336K Sell
2,851
-25
-0.9% -$2.77K 0.09% 215
2025
Q1 		$336K Buy
2,876
+55
+2% +$7.41K 0.09% 210
2024
Q4 		$379K Buy
2,821
+387
+16% +$53K 0.11% 189
2024
Q3 		$361K Buy
2,434
+215
+10% +$29.4K 0.1% 190
2024
Q2 		$288K Buy
2,219
+172
+8% +$24.1K 0.09% 219
2024
Q1 		$298K Buy
2,047
+440
+27% +$60.3K 0.09% 212
2023
Q4 		$223K Buy
+1,607
New +$191K 0.08% 215

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Outlook Wealth Advisors's A Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Agilent Technologies (A) in Q3 2025, closing a stake of 2,851 shares — an estimated $336K sold.

Outlook Wealth Advisors first reported a position in A in Q4 2023 and held it in 7 quarters. The position peaked at $379K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold A as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Agilent Technologies position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,851 Agilent Technologies shares in Q3 2025, an estimated $336K.
  • Outlook Wealth Advisors first reported a position in Agilent Technologies in Q4 2023 and held it in 7 quarters.
  • Outlook Wealth Advisors's Agilent Technologies position peaked at $379K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.