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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
Q2 		$17.4K Sell
129
-49
-28% -$5.97K ﹤0.01% 544
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 $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 $3.38T AUM 44.17% 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

Synergy Investment Management's A Position: Q2 2026 in Review

Synergy Investment Management reduced its Agilent Technologies (A) stake by 28% in Q2 2026, selling an estimated $5.97K and leaving 129 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Synergy Investment Management first reported a position in A in Q4 2024 and has held it in 4 quarters since. The position peaked at $20.2K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Synergy Investment Management held 129 shares of Agilent Technologies worth $17.4K as of Q2 2026.
  • Synergy Investment Management sold 49 Agilent Technologies shares in Q2 2026, an estimated $5.97K.
  • Agilent Technologies made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #544 holding.
  • Synergy Investment Management first reported a position in Agilent Technologies in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Agilent Technologies position peaked at $20.2K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.