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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
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 		$1.49K Buy
10
+2
+25% +$274 ﹤0.01% 865
2024
Q2 		$1.04K Hold
8
– – ﹤0.01% 500
2024
Q1 		$1.17K 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

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

True Wealth Design's A Position: Q2 2026 in Review

True Wealth Design increased its Agilent Technologies (A) stake by 18% in Q2 2026, buying an estimated $27.2K and bringing the position to 1,486 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #119.

True Wealth Design first reported a position in A in Q4 2022 and has held it in 15 quarters since. 133 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • True Wealth Design held 1,486 shares of Agilent Technologies worth $197K as of Q2 2026.
  • True Wealth Design bought 223 Agilent Technologies shares in Q2 2026, an estimated $27.2K.
  • Agilent Technologies made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #119 holding.
  • True Wealth Design first reported a position in Agilent Technologies in Q4 2022 and has held it in 15 quarters since.
  • 133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.