Root Financial Partners
A icon

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
Q3 		$419K Buy
2,429
+780
+47% +$115K 0.01% 253
2026
Q2 		$219K Buy
1,649
+540
+49% +$65.8K 0.01% 375
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's A Position: Q3 2026 in Review

Root Financial Partners increased its Agilent Technologies (A) stake by 47% in Q3 2026, buying an estimated $115K and bringing the position to 2,429 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #253.

Root Financial Partners first reported a position in A in Q3 2025 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Root Financial Partners held 2,429 shares of Agilent Technologies worth $419K as of Q3 2026.
  • Root Financial Partners bought 780 Agilent Technologies shares in Q3 2026, an estimated $115K.
  • Agilent Technologies made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #253 holding.
  • Root Financial Partners first reported a position in Agilent Technologies in Q3 2025 and has held it in 5 quarters since.
  • 767 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.