True Wealth Design
A icon

True Wealth Design’s Agilent Technologies A Stock Holding History

True Wealth Design’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 		$248K Sell
1,442
-44
-3% -$6.48K 0.06% 99
2026
Q2 		$197K Buy
1,486
+223
+18% +$27.2K 0.05% 119
2026
Q1 		$144K Buy
1,263
+416
+49% +$52.8K 0.04% 140
2025
Q4 		$115K Buy
847
+16
+2% +$2.3K 0.03% 161
2025
Q3 		$107K Buy
831
+165
+25% +$19.9K 0.03% 151
2025
Q2 		$78.6K Buy
666
+647
+3,405% +$71.7K 0.03% 138
2025
Q1 		$2.26K Sell
19
-336
-95% -$45.3K ﹤0.01% 967
2024
Q4 		$47.7K Buy
355
+345
+3,450% +$47.3K 0.02% 171
2024
Q3 		$1.48K Buy
10
+2
+25% +$274 ﹤0.01% 865
2024
Q2 		$1.04K Hold
8
– – ﹤0.01% 500
2024
Q1 		$1.16K Buy
8
+3
+60% +$411 ﹤0.01% 430
2023
Q4 		$696 Hold
5
– – ﹤0.01% 400
2023
Q3 		$560 Hold
5
– – ﹤0.01% 403
2023
Q2 		$602 Sell
5
-8
-62% -$1.02K ﹤0.01% 398
2023
Q1 		$1.8K Buy
13
+8
+160% +$1.17K ﹤0.01% 340
2022
Q4 		$748 Buy
+5
New +$714 ﹤0.01% 375

Other funds holding A

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

True Wealth Design's A Position: Q3 2026 in Review

True Wealth Design reduced its Agilent Technologies (A) stake by 3% in Q3 2026, selling an estimated $6.48K and leaving 1,442 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #99.

True Wealth Design first reported a position in A in Q4 2022 and has held it in 16 quarters since. 294 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • True Wealth Design held 1,442 shares of Agilent Technologies worth $248K as of Q3 2026.
  • True Wealth Design sold 44 Agilent Technologies shares in Q3 2026, an estimated $6.48K.
  • Agilent Technologies made up 0.06% of True Wealth Design's portfolio in Q3 2026, its #99 holding.
  • True Wealth Design first reported a position in Agilent Technologies in Q4 2022 and has held it in 16 quarters since.
  • 294 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.