TRUE Private Wealth Advisors’s Agilent Technologies A Stock Holding History

TRUE Private Wealth Advisors’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	$334K	Buy	2,511 +9	+0.4%	+$1.1K	0.03%	212
2026 Q1	$285K	Buy	2,502 +23	+0.9%	+$2.92K	0.03%	221
2025 Q4	$337K	Hold	2,479	–	–	0.03%	198
2025 Q3	$318K	Hold	2,479	–	–	0.03%	200
2025 Q2	$293K	Hold	2,479	–	–	0.03%	208
2025 Q1	$290K	Hold	2,479	–	–	0.04%	189
2024 Q4	$333K	Hold	2,479	–	–	0.04%	171
2024 Q3	$368K	Hold	2,479	–	–	0.04%	146
2024 Q2	$321K	Hold	2,479	–	–	0.04%	215
2024 Q1	$361K	Sell	2,479 -5	-0.2%	-$685	0.04%	210
2023 Q4	$345K	Hold	2,484	–	–	0.04%	206
2023 Q3	$278K	Buy	2,484 +5	+0.2%	+$599	0.04%	206
2023 Q2	$298K	Hold	2,479	–	–	0.04%	172
2023 Q1	$343K	Hold	2,479	–	–	0.05%	156
2022 Q4	$371K	Hold	2,479	–	–	0.06%	142
2022 Q3	$301K	Hold	2,479	–	–	0.05%	149
2022 Q2	$294K	Hold	2,479	–	–	0.04%	164
2022 Q1	$313K	Hold	2,479	–	–	0.04%	169
2021 Q4	$395K	Hold	2,479	–	–	0.06%	171
2021 Q3	$390K	Sell	2,479 -100	-4%	-$16.2K	0.06%	168
2021 Q2	$381K	Buy	2,579 +100	+4%	+$13.6K	0.06%	158
2021 Q1	$315K	Hold	2,479	–	–	0.05%	168
2020 Q4	$293K	Hold	2,479	–	–	0.05%	163
2020 Q3	$250K	Hold	2,479	–	–	0.04%	165
2020 Q2	$219K	Hold	2,479	–	–	0.04%	169
2020 Q1	$177K	Sell	2,479 -59	-2%	-$4.74K	0.04%	155
2019 Q4	$216K	Buy	+2,538	New	+$200K	0.03%	209
2019 Q3	–	Sell	-2,538	Closed	-$189K	–	211
2019 Q2	$189K	Hold	2,538	–	–	0.03%	199
2019 Q1	$204K	Buy	+2,538	New	+$193K	0.04%	194
2018 Q4	–	Sell	-2,559	Closed	-$181K	–	231
2018 Q3	$181K	Buy	+2,559	New	+$169K	0.03%	276

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

TRUE Private Wealth Advisors's A Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Agilent Technologies (A) stake by 0.36% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,511 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #212.

TRUE Private Wealth Advisors first reported a position in A in Q3 2018 and has held it in 30 quarters since. The position peaked at $395K in Q4 2021. 1,133 funds tracked by Wall St. Rank hold A as of Q2 2026.

TRUE Private Wealth Advisors held 2,511 shares of Agilent Technologies worth $334K as of Q2 2026.
TRUE Private Wealth Advisors bought 9 Agilent Technologies shares in Q2 2026, an estimated $1.1K.
Agilent Technologies made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #212 holding.
TRUE Private Wealth Advisors first reported a position in Agilent Technologies in Q3 2018 and has held it in 30 quarters since.
TRUE Private Wealth Advisors's Agilent Technologies position peaked at $395K in Q4 2021.
1,133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.