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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
Q2 		$30.3K Buy
228
+5
+2% +$609 ﹤0.01% 665
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's A Position: Q2 2026 in Review

SHP Wealth Management increased its Agilent Technologies (A) stake by 2.2% in Q2 2026, buying an estimated $609 and bringing the position to 228 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

SHP Wealth Management first reported a position in A in Q4 2025 and has held it in 3 quarters since. 1,135 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • SHP Wealth Management held 228 shares of Agilent Technologies worth $30.3K as of Q2 2026.
  • SHP Wealth Management bought 5 Agilent Technologies shares in Q2 2026, an estimated $609.
  • Agilent Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #665 holding.
  • SHP Wealth Management first reported a position in Agilent Technologies in Q4 2025 and has held it in 3 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.