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Root Financial Partners’s Agilent Technologies A Stock Holding History

Root Financial Partners’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 		$126K Buy
1,109
+799
+258% +$101K 0.01% 482
2025
Q4 		$42.2K Sell
310
-525
-63% -$75.5K ﹤0.01% 788
2025
Q3 		$107K Buy
+835
New +$101K 0.01% 428

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

Root Financial Partners's A Position: Q1 2026 in Review

Root Financial Partners increased its Agilent Technologies (A) stake by 258% in Q1 2026, buying an estimated $101K and bringing the position to 1,109 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #482.

Root Financial Partners first reported a position in A in Q3 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Root Financial Partners held 1,109 shares of Agilent Technologies worth $126K as of Q1 2026.
  • Root Financial Partners bought 799 Agilent Technologies shares in Q1 2026, an estimated $101K.
  • Agilent Technologies made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #482 holding.
  • Root Financial Partners first reported a position in Agilent Technologies in Q3 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.