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Summit Trail Advisors’s Agilent Technologies A Stock Holding History

Summit Trail Advisors’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 Buy
18,256
+5,608
+44% +$711K 0.03% 494
2025
Q4 		$1.72M Sell
12,648
-47
-0.4% -$6.75K 0.03% 497
2025
Q3 		$1.63M Buy
12,695
+9,249
+268% +$1.12M 0.02% 551
2025
Q2 		$407K Buy
+3,446
New +$382K 0.01% 803
2025
Q1 		– Sell
-4,227
Closed -$569K – 424
2024
Q4 		$569K Buy
4,227
+2,433
+136% +$333K 0.02% 193
2024
Q3 		$266K Buy
+1,794
New +$246K 0.01% 586
2018
Q1 		– Sell
-1,240
Closed -$90K – 416
2017
Q4 		$90K Buy
+1,240
New +$83.6K 0.01% 657

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

Summit Trail Advisors's A Position: Q1 2026 in Review

Summit Trail Advisors increased its Agilent Technologies (A) stake by 44% in Q1 2026, buying an estimated $711K and bringing the position to 18,256 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #494.

Summit Trail Advisors first reported a position in A in Q4 2017 and has held it in 7 quarters since. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Summit Trail Advisors held 18,256 shares of Agilent Technologies worth $2.08M as of Q1 2026.
  • Summit Trail Advisors bought 5,608 Agilent Technologies shares in Q1 2026, an estimated $711K.
  • Agilent Technologies made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #494 holding.
  • Summit Trail Advisors first reported a position in Agilent Technologies in Q4 2017 and has held it in 7 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.