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Simplicity Wealth’s Agilent Technologies A Stock Holding History

Simplicity Wealth’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 		$229K Buy
2,010
+75
+4% +$9.51K 0.01% 682
2025
Q4 		$263K Buy
1,935
+160
+9% +$23K 0.02% 600
2025
Q3 		$228K Buy
+1,775
New +$214K 0.01% 643
2024
Q4 		– Sell
-1,684
Closed -$250K – 324
2024
Q3 		$250K Sell
1,684
-4,371
-72% -$598K 0.02% 422
2024
Q2 		$785K Sell
6,055
-50
-0.8% -$6.99K 0.02% 603
2024
Q1 		$888K Buy
+6,105
New +$836K 0.02% 552

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

Simplicity Wealth's A Position: Q1 2026 in Review

Simplicity Wealth increased its Agilent Technologies (A) stake by 3.9% in Q1 2026, buying an estimated $9.51K and bringing the position to 2,010 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #682.

Simplicity Wealth first reported a position in A in Q1 2024 and has held it in 6 quarters since. The position peaked at $888K in Q1 2024. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Simplicity Wealth held 2,010 shares of Agilent Technologies worth $229K as of Q1 2026.
  • Simplicity Wealth bought 75 Agilent Technologies shares in Q1 2026, an estimated $9.51K.
  • Agilent Technologies made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #682 holding.
  • Simplicity Wealth first reported a position in Agilent Technologies in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Agilent Technologies position peaked at $888K in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.