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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
Q2 		$3.08M Buy
23,182
+4,926
+27% +$600K 0.04% 357
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Trail Advisors's A Position: Q2 2026 in Review

Summit Trail Advisors increased its Agilent Technologies (A) stake by 27% in Q2 2026, buying an estimated $600K and bringing the position to 23,182 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #357.

Summit Trail Advisors first reported a position in A in Q4 2017 and has held it in 8 quarters since. 1,133 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Summit Trail Advisors held 23,182 shares of Agilent Technologies worth $3.08M as of Q2 2026.
  • Summit Trail Advisors bought 4,926 Agilent Technologies shares in Q2 2026, an estimated $600K.
  • Agilent Technologies made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #357 holding.
  • Summit Trail Advisors first reported a position in Agilent Technologies in Q4 2017 and has held it in 8 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.