RCA
A icon

Roberts Capital Advisors’s Agilent Technologies A Stock Holding History

Roberts Capital 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
Q1 		– Sell
-3,230
Closed -$434K – 84
2024
Q4 		$434K Hold
3,230
– – 0.36% 64
2024
Q3 		$480K Hold
3,230
– – 0.41% 63
2024
Q2 		$470K Hold
3,230
– – 0.45% 64
2024
Q1 		$470K Buy
+3,230
New +$442K 0.45% 64
2022
Q3 		$421K Hold
3,463
– – 0.61% 51
2022
Q2 		$411K Hold
3,463
– – 0.56% 60
2022
Q1 		$458K Hold
3,463
– – 0.47% 75
2021
Q4 		$553K Buy
+3,463
New +$539K 0.52% 70

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roberts Capital Advisors's A Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 3,230 shares — an estimated $434K sold.

Roberts Capital Advisors first reported a position in A in Q4 2021 and held it in 8 quarters. The position peaked at $553K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

  • Roberts Capital Advisors reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 3,230 Agilent Technologies shares in Q1 2025, an estimated $434K.
  • Roberts Capital Advisors first reported a position in Agilent Technologies in Q4 2021 and held it in 8 quarters.
  • Roberts Capital Advisors's Agilent Technologies position peaked at $553K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.