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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
Q2 		$389K Buy
2,781
+235
+9% +$28.6K 0.02% 387
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 $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

Triad Wealth Partners's A Position: Q2 2026 in Review

Triad Wealth Partners increased its Agilent Technologies (A) stake by 9.2% in Q2 2026, buying an estimated $28.6K and bringing the position to 2,781 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #387.

Triad Wealth Partners first reported a position in A in Q2 2024 and has held it in 8 quarters since. 1,134 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Triad Wealth Partners held 2,781 shares of Agilent Technologies worth $389K as of Q2 2026.
  • Triad Wealth Partners bought 235 Agilent Technologies shares in Q2 2026, an estimated $28.6K.
  • Agilent Technologies made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #387 holding.
  • Triad Wealth Partners first reported a position in Agilent Technologies in Q2 2024 and has held it in 8 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.