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SHP Wealth Management’s Agilent Technologies A Stock Holding History

SHP Wealth Management’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 		$25.4K Buy
223
+34
+18% +$4.31K ﹤0.01% 667
2025
Q4 		$25.7K Buy
+189
New +$27.2K ﹤0.01% 627

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's A Position: Q1 2026 in Review

SHP Wealth Management increased its Agilent Technologies (A) stake by 18% in Q1 2026, buying an estimated $4.31K and bringing the position to 223 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

SHP Wealth Management first reported a position in A in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.7K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • SHP Wealth Management held 223 shares of Agilent Technologies worth $25.4K as of Q1 2026.
  • SHP Wealth Management bought 34 Agilent Technologies shares in Q1 2026, an estimated $4.31K.
  • Agilent Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #667 holding.
  • SHP Wealth Management first reported a position in Agilent Technologies in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Agilent Technologies position peaked at $25.7K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.