Total Wealth Planning & Management’s Agilent Technologies A Stock Holding History

Total Wealth Planning & 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	$752K	Buy	+5,663	New	+$690K	0.51%	56

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Total Wealth Planning & Management's A Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Agilent Technologies (A) in Q2 2026: 5,663 shares worth $752K. The stake represents 0.51% of the portfolio and ranks #56 among its holdings.

1,126 funds tracked by Wall St. Rank hold A as of Q2 2026.

Total Wealth Planning & Management held 5,663 shares of Agilent Technologies worth $752K as of Q2 2026.
Agilent Technologies was a new Total Wealth Planning & Management position in Q2 2026.
Agilent Technologies made up 0.51% of Total Wealth Planning & Management's portfolio in Q2 2026, its #56 holding.
1,126 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.