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Strategic Wealth Partners’s Agilent Technologies A Stock Holding History

Strategic Wealth Partners’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 		$15K Hold
132
– – ﹤0.01% 786
2025
Q4 		$18K Sell
132
-380
-74% -$54.6K ﹤0.01% 723
2025
Q3 		$65.7K Buy
512
+380
+288% +$45.9K ﹤0.01% 504
2025
Q2 		$15.6K Buy
+132
New +$14.6K ﹤0.01% 706
2020
Q2 		– Sell
-9,303
Closed -$794K – 133
2020
Q1 		$794K Hold
9,303
– – 0.41% 72
2019
Q4 		$794K Sell
9,303
-3,870
-29% -$305K 0.41% 72
2019
Q3 		$92.5K Buy
13,173
+13,114
+22,227% +$946K 0.48% 60
2019
Q2 		$4K Buy
+59
New +$4.37K ﹤0.01% 656
2018
Q1 		– Sell
-382
Closed -$26K – 786
2017
Q4 		$26K Buy
+382
New +$25.8K 0.01% 290

Other funds holding A

BlackRock
BlackRock New York $5.7T 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