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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Root Financial Partners's A Position: Q2 2026 in Review

Root Financial Partners increased its Agilent Technologies (A) stake by 49% in Q2 2026, buying an estimated $65.8K and bringing the position to 1,649 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #375.

Root Financial Partners first reported a position in A in Q3 2025 and has held it in 4 quarters since. 1,133 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Root Financial Partners held 1,649 shares of Agilent Technologies worth $219K as of Q2 2026.
  • Root Financial Partners bought 540 Agilent Technologies shares in Q2 2026, an estimated $65.8K.
  • Agilent Technologies made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #375 holding.
  • Root Financial Partners first reported a position in Agilent Technologies in Q3 2025 and has held it in 4 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.