Triad Wealth Partners
A icon

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
Q3 		$461K Sell
2,673
-108
-4% -$15.9K 0.03% 340
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% +$77.4K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Triad Wealth Partners's A Position: Q3 2026 in Review

Triad Wealth Partners reduced its Agilent Technologies (A) stake by 3.9% in Q3 2026, selling an estimated $15.9K and leaving 2,673 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #340.

Triad Wealth Partners first reported a position in A in Q2 2024 and has held it in 9 quarters since. 767 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Triad Wealth Partners held 2,673 shares of Agilent Technologies worth $461K as of Q3 2026.
  • Triad Wealth Partners sold 108 Agilent Technologies shares in Q3 2026, an estimated $15.9K.
  • Agilent Technologies made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #340 holding.
  • Triad Wealth Partners first reported a position in Agilent Technologies in Q2 2024 and has held it in 9 quarters since.
  • 767 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.