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Spire Wealth Management’s Agilent Technologies A Stock Holding History

Spire 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 		$71.8K Sell
541
-234
-30% -$28.5K ﹤0.01% 1069
2026
Q1 		$88.3K Hold
775
– – ﹤0.01% 1004
2025
Q4 		$106K Sell
775
-100
-11% -$14.4K ﹤0.01% 976
2025
Q3 		$112K Sell
875
-138
-14% -$16.7K ﹤0.01% 949
2025
Q2 		$120K Sell
1,013
-1,778
-64% -$197K ﹤0.01% 916
2025
Q1 		$327K Sell
2,791
-532
-16% -$71.7K 0.01% 693
2024
Q4 		$446K Sell
3,323
-10,075
-75% -$1.38M 0.01% 580
2024
Q3 		$1.99M Sell
13,398
-19,229
-59% -$2.63M 0.07% 233
2024
Q2 		$4.23M Sell
32,627
-15,211
-32% -$2.13M 0.15% 144
2024
Q1 		$6.96M Sell
47,838
-1,198
-2% -$164K 0.13% 119
2023
Q4 		$6.43M Buy
49,036
+14,966
+44% +$1.78M 0.21% 98
2023
Q3 		$3.81M Buy
34,070
+16,725
+96% +$2M 0.15% 160
2023
Q2 		$2.09M Buy
17,345
+16,039
+1,228% +$2.04M 0.08% 227
2023
Q1 		$181K Sell
1,306
-31,782
-96% -$4.65M 0.01% 760
2022
Q4 		$4.96M Buy
33,088
+32,630
+7,124% +$4.66M 0.28% 85
2022
Q3 		$56K Sell
458
-1,295
-74% -$166K ﹤0.01% 908
2022
Q2 		$208K Sell
1,753
-87,301
-98% -$10.7M 0.01% 754
2022
Q1 		$11.8M Sell
89,054
-2,090
-2% -$288K 0.32% 82
2021
Q4 		$14.6M Buy
91,144
+4,189
+5% +$653K 0.32% 83
2021
Q3 		$13.7M Buy
86,955
+7,046
+9% +$1.14M 0.36% 74
2021
Q2 		$11.8M Buy
79,909
+2,936
+4% +$400K 0.32% 85
2021
Q1 		$9.72M Buy
+76,973
New +$9.51M 0.26% 109

Other funds holding A

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Spire Wealth Management reduced its Agilent Technologies (A) stake by 30% in Q2 2026, selling an estimated $28.5K and leaving 541 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Spire Wealth Management first reported a position in A in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.6M in Q4 2021. 206 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Spire Wealth Management held 541 shares of Agilent Technologies worth $71.8K as of Q2 2026.
  • Spire Wealth Management sold 234 Agilent Technologies shares in Q2 2026, an estimated $28.5K.
  • Agilent Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1069 holding.
  • Spire Wealth Management first reported a position in Agilent Technologies in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Agilent Technologies position peaked at $14.6M in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.