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Synergy Investment Management’s Agilent Technologies A Stock Holding History

Synergy Investment Management’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 		$20.2K Buy
+178
New +$22.6K 0.01% 402
2025
Q2 		– Sell
-90
Closed -$10.5K – 81
2025
Q1 		$10.5K Hold
90
– – ﹤0.01% 378
2024
Q4 		$12K Buy
+90
New +$12.3K 0.01% 375

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

Synergy Investment Management's A Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Agilent Technologies (A) in Q1 2026: 178 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in A as recently as Q1 2025.

Synergy Investment Management first reported a position in A in Q4 2024 and has held it in 3 quarters since. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Synergy Investment Management held 178 shares of Agilent Technologies worth $20.2K as of Q1 2026.
  • Agilent Technologies was a new Synergy Investment Management position in Q1 2026.
  • Agilent Technologies made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #402 holding.
  • Synergy Investment Management first reported a position in Agilent Technologies in Q4 2024 and has held it in 3 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.