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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
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

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

Stone Summit Wealth's A Position: Q1 2026 in Review

Stone Summit Wealth reduced its Agilent Technologies (A) stake by 5.4% in Q1 2026, selling an estimated $133K and leaving 18,288 shares worth $2.08M. The position accounts for 0.58% of the portfolio, ranked #52.

Stone Summit Wealth first reported a position in A in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.18M in Q4 2022. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Stone Summit Wealth held 18,288 shares of Agilent Technologies worth $2.08M as of Q1 2026.
  • Stone Summit Wealth sold 1,049 Agilent Technologies shares in Q1 2026, an estimated $133K.
  • Agilent Technologies made up 0.58% of Stone Summit Wealth's portfolio in Q1 2026, its #52 holding.
  • Stone Summit Wealth first reported a position in Agilent Technologies in Q4 2021 and has held it in 17 quarters since.
  • Stone Summit Wealth's Agilent Technologies position peaked at $4.18M in Q4 2022.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.