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Summit Financial’s Agilent Technologies A Stock Holding History

Summit Financial’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
-1,676
Closed -$226K – 707
2024
Q4 		$226K Buy
1,676
+37
+2% +$5.07K 0.01% 595
2024
Q3 		$243K Buy
+1,639
New +$224K 0.01% 488

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's A Position: Q1 2025 in Review

Summit Financial sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 1,676 shares — an estimated $226K sold.

Summit Financial first reported a position in A in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

  • Summit Financial reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
  • Summit Financial sold 1,676 Agilent Technologies shares in Q1 2025, an estimated $226K.
  • Summit Financial first reported a position in Agilent Technologies in Q3 2024 and held it in 2 quarters.
  • Summit Financial's Agilent Technologies position peaked at $243K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.