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Plan A Wealth’s Agilent Technologies A Stock Holding History

Plan A Wealth’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
Q3 		$615K Buy
3,567
+68
+2% +$10K 0.22% 71
2026
Q2 		$465K Buy
3,499
+387
+12% +$47.2K 0.2% 82
2026
Q1 		$355K Buy
3,112
+153
+5% +$19.4K 0.17% 105
2025
Q4 		$403K Buy
2,959
+92
+3% +$13.2K 0.2% 90
2025
Q3 		$368K Buy
2,867
+291
+11% +$35.1K 0.19% 101
2025
Q2 		$304K Buy
+2,576
New +$285K 0.17% 108

Other funds holding A

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

Plan A Wealth's A Position: Q3 2026 in Review

Plan A Wealth increased its Agilent Technologies (A) stake by 1.9% in Q3 2026, buying an estimated $10K and bringing the position to 3,567 shares worth $615K. The position accounts for 0.22% of the portfolio, ranked #71.

Plan A Wealth first reported a position in A in Q2 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Plan A Wealth held 3,567 shares of Agilent Technologies worth $615K as of Q3 2026.
  • Plan A Wealth bought 68 Agilent Technologies shares in Q3 2026, an estimated $10K.
  • Agilent Technologies made up 0.22% of Plan A Wealth's portfolio in Q3 2026, its #71 holding.
  • Plan A Wealth first reported a position in Agilent Technologies in Q2 2025 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.