RA
A icon

Rise Advisors’s Agilent Technologies A Stock Holding History

Rise 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
Q4 		– Sell
-221
Closed -$28.3K – 100
2025
Q3 		$28.3K Buy
221
+5
+2% +$604 0.01% 401
2025
Q2 		$25.5K Hold
216
– – 0.01% 411
2025
Q1 		$25.2K Buy
216
+5
+2% +$674 0.01% 393
2024
Q4 		$28.4K Hold
211
– – 0.01% 425
2024
Q3 		$31.3K Hold
211
– – 0.02% 397
2024
Q2 		$27.3K Sell
211
-15
-7% -$2.1K 0.01% 426
2024
Q1 		$33K Buy
226
+190
+528% +$26K 0.02% 346
2023
Q4 		$5.06K Hold
36
– – ﹤0.01% 380
2023
Q3 		$4.06K Hold
36
– – ﹤0.01% 396
2023
Q2 		$4.36K Sell
36
-3
-8% -$382 ﹤0.01% 433
2023
Q1 		$5.42K Buy
39
+3
+8% +$439 ﹤0.01% 441
2022
Q4 		$5.41K Hold
36
– – ﹤0.01% 433
2022
Q3 		$4K Hold
36
– – ﹤0.01% 449
2022
Q2 		$4K Hold
36
– – ﹤0.01% 456
2022
Q1 		$5K Hold
36
– – ﹤0.01% 409
2021
Q4 		$5.73K Buy
+36
New +$5.61K 0.01% 391

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return