Stone Summit Wealth
A icon

Stone Summit Wealth’s Agilent Technologies A Stock Holding History

Stone Summit 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
Q3 		$2.61M Sell
15,167
-3,025
-17% -$445K 0.71% 45
2026
Q2 		$2.42M Sell
18,192
-96
-0.5% -$11.7K 0.61% 51
2026
Q1 		$2.08M Sell
18,288
-1,049
-5% -$133K 0.58% 52
2025
Q4 		$2.63M Sell
19,337
-75
-0.4% -$10.8K 0.71% 45
2025
Q3 		$2.49M Sell
19,412
-1,701
-8% -$205K 0.71% 47
2025
Q2 		$2.49M Sell
21,113
-517
-2% -$57.3K 0.77% 46
2025
Q1 		$2.53M Buy
+21,630
New +$2.92M 0.86% 39
2024
Q4 		– Sell
-22,820
Closed -$3.39M – 139
2024
Q3 		$3.39M Sell
22,820
-444
-2% -$60.8K 1.09% 31
2024
Q2 		$3.02M Buy
23,264
+72
+0.3% +$10.1K 1.08% 30
2024
Q1 		$3.37M Sell
23,192
-1,124
-5% -$154K 1.17% 25
2023
Q4 		$3.38M Sell
24,316
-1,502
-6% -$179K 1.3% 21
2023
Q3 		$2.89M Sell
25,818
-1,054
-4% -$126K 1.24% 25
2023
Q2 		$3.23M Sell
26,872
-524
-2% -$66.8K 1.34% 22
2023
Q1 		$3.79M Sell
27,396
-560
-2% -$81.9K 1.68% 11
2022
Q4 		$4.18M Buy
27,956
+2,595
+10% +$370K 2.05% 8
2022
Q3 		$3.08M Buy
25,361
+329
+1% +$42.3K 1.89% 11
2022
Q2 		$2.97M Buy
25,032
+2,021
+9% +$248K 1.77% 13
2022
Q1 		$3.08M Buy
23,011
+7,271
+46% +$1M 1.73% 14
2021
Q4 		$2.52M Buy
+15,740
New +$2.45M 2.04% 11

Other funds holding A

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Stone Summit Wealth's A Position: Q3 2026 in Review

Stone Summit Wealth reduced its Agilent Technologies (A) stake by 17% in Q3 2026, selling an estimated $445K and leaving 15,167 shares worth $2.61M. The position accounts for 0.71% of the portfolio, ranked #45.

Stone Summit Wealth first reported a position in A in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.18M in Q4 2022. 214 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Stone Summit Wealth held 15,167 shares of Agilent Technologies worth $2.61M as of Q3 2026.
  • Stone Summit Wealth sold 3,025 Agilent Technologies shares in Q3 2026, an estimated $445K.
  • Agilent Technologies made up 0.71% of Stone Summit Wealth's portfolio in Q3 2026, its #45 holding.
  • Stone Summit Wealth first reported a position in Agilent Technologies in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Agilent Technologies position peaked at $4.18M in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.