Strategic Wealth Investment Group’s Agilent Technologies A Stock Holding History

Strategic Wealth Investment Group’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
2025 Q1	–	Sell	-2,012	Closed	-$270K	–	48
2024 Q4	$270K	Hold	2,012	–	–	0.03%	116
2024 Q3	$295K	Sell	2,012 -36	-2%	-$4.93K	0.03%	112
2024 Q2	$261K	Buy	+2,048	New	+$286K	0.03%	113
2023 Q4	$280K	Hold	2,014	–	–	0.04%	109
2023 Q3	$225K	Hold	2,014	–	–	0.04%	95
2023 Q2	$242K	Buy	2,014 +100	+5%	+$12.7K	0.04%	108
2023 Q1	$265K	Hold	1,914	–	–	0.05%	110
2022 Q4	$295K	Hold	1,914	–	–	0.07%	96
2022 Q3	$233K	Hold	1,914	–	–	0.07%	93
2022 Q2	$227K	Hold	1,914	–	–	0.06%	121
2022 Q1	$253K	Buy	+1,914	New	+$263K	0.06%	89
2021 Q4	–	Sell	-1,914	Closed	-$302K	–	91
2021 Q3	$302K	Hold	1,914	–	–	0.09%	68
2021 Q2	$283K	Buy	+1,914	New	+$261K	0.1%	69

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Investment Group's A Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 2,012 shares — an estimated $270K sold.

Strategic Wealth Investment Group first reported a position in A in Q2 2021 and held it in 13 quarters. The position peaked at $302K in Q3 2021. 1,020 funds tracked by Wall St. Rank hold A as of Q1 2025.

Strategic Wealth Investment Group reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 2,012 Agilent Technologies shares in Q1 2025, an estimated $270K.
Strategic Wealth Investment Group first reported a position in Agilent Technologies in Q2 2021 and held it in 13 quarters.
Strategic Wealth Investment Group's Agilent Technologies position peaked at $302K in Q3 2021.
1,020 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.