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Pinnacle Wealth Planning Services’s Agilent Technologies A Stock Holding History

Pinnacle Wealth Planning Services’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 		$124K Buy
1,086
+94
+9% +$11.9K 0.01% 687
2025
Q4 		$135K Buy
+992
New +$143K 0.01% 631
2024
Q4 		– Sell
-1,401
Closed -$208K – 391
2024
Q3 		$208K Buy
+1,401
New +$192K 0.03% 451
2024
Q2 		– Sell
-1,401
Closed -$204K – 509
2024
Q1 		$204K Buy
+1,401
New +$192K 0.03% 430
2023
Q4 		– Sell
-2,003
Closed -$224K – 483
2023
Q3 		$224K Sell
2,003
-126
-6% -$15.1K 0.04% 333
2023
Q2 		$256K Sell
2,129
-64
-3% -$8.15K 0.04% 298
2023
Q1 		$303K Buy
2,193
+5
+0.2% +$731 0.05% 266
2022
Q4 		$327K Buy
2,188
+13
+0.6% +$1.86K 0.06% 245
2022
Q3 		$264K Buy
2,175
+21
+1% +$2.7K 0.05% 266
2022
Q2 		$256K Buy
+2,154
New +$265K 0.05% 277
2022
Q1 		– Sell
-1,476
Closed -$235K – 433
2021
Q4 		$235K Buy
1,476
+173
+13% +$26.9K 0.05% 320
2021
Q3 		$205K Buy
+1,303
New +$211K 0.05% 326
2021
Q1 		– Sell
-1,154
Closed -$137K – 344
2020
Q4 		$137K Buy
+1,154
New +$128K 0.03% 366

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's A Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Agilent Technologies (A) stake by 9.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 1,086 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #687.

Pinnacle Wealth Planning Services first reported a position in A in Q4 2020 and has held it in 13 quarters since. The position peaked at $327K in Q4 2022. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,086 shares of Agilent Technologies worth $124K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 94 Agilent Technologies shares in Q1 2026, an estimated $11.9K.
  • Agilent Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #687 holding.
  • Pinnacle Wealth Planning Services first reported a position in Agilent Technologies in Q4 2020 and has held it in 13 quarters since.
  • Pinnacle Wealth Planning Services's Agilent Technologies position peaked at $327K in Q4 2022.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.