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Triad Wealth Partners’s Agilent Technologies A Stock Holding History

Triad Wealth Partners’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 		$290K Buy
2,546
+321
+14% +$40.7K 0.02% 399
2025
Q4 		$303K Sell
2,225
-681
-23% -$97.9K 0.03% 383
2025
Q3 		$373K Buy
2,906
+55
+2% +$6.64K 0.05% 246
2025
Q2 		$336K Buy
2,851
+698
+32% +$77.3K 0.07% 198
2025
Q1 		$252K Buy
2,153
+250
+13% +$33.7K 0.08% 176
2024
Q4 		$256K Buy
+1,903
New +$261K 0.09% 156
2024
Q3 		– Sell
-1,085
Closed -$141K – 48
2024
Q2 		$141K Buy
+1,085
New +$152K 0.07% 119

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

Triad Wealth Partners's A Position: Q1 2026 in Review

Triad Wealth Partners increased its Agilent Technologies (A) stake by 14% in Q1 2026, buying an estimated $40.7K and bringing the position to 2,546 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #399.

Triad Wealth Partners first reported a position in A in Q2 2024 and has held it in 7 quarters since. The position peaked at $373K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Triad Wealth Partners held 2,546 shares of Agilent Technologies worth $290K as of Q1 2026.
  • Triad Wealth Partners bought 321 Agilent Technologies shares in Q1 2026, an estimated $40.7K.
  • Agilent Technologies made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #399 holding.
  • Triad Wealth Partners first reported a position in Agilent Technologies in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Agilent Technologies position peaked at $373K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.