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Physician Wealth Advisors’s Agilent Technologies A Stock Holding History

Physician 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
2026
Q2 		$17.7K Buy
133
+89
+202% +$10.8K ﹤0.01% 704
2026
Q1 		$5.02K Sell
44
-195
-82% -$24.7K ﹤0.01% 1007
2025
Q4 		$32.5K Buy
239
+3
+1% +$431 ﹤0.01% 476
2025
Q3 		$30.3K Buy
236
+196
+490% +$23.7K ﹤0.01% 479
2025
Q2 		$4.72K Buy
+40
New +$4.43K ﹤0.01% 816
2025
Q1 		– Sell
-5
Closed -$672 – 1437
2024
Q4 		$672 Buy
+5
New +$685 ﹤0.01% 1057

Other funds holding A

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's A Position: Q2 2026 in Review

Physician Wealth Advisors increased its Agilent Technologies (A) stake by 202% in Q2 2026, buying an estimated $10.8K and bringing the position to 133 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Physician Wealth Advisors first reported a position in A in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.5K in Q4 2025. 180 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Physician Wealth Advisors held 133 shares of Agilent Technologies worth $17.7K as of Q2 2026.
  • Physician Wealth Advisors bought 89 Agilent Technologies shares in Q2 2026, an estimated $10.8K.
  • Agilent Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #704 holding.
  • Physician Wealth Advisors first reported a position in Agilent Technologies in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Agilent Technologies position peaked at $32.5K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.