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Valeo Financial Advisors’s Agilent Technologies A Stock Holding History

Valeo Financial 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
Q1 		– Sell
-2,897
Closed -$394K – 756
2025
Q4 		$394K Buy
2,897
+145
+5% +$20.8K 0.01% 530
2025
Q3 		$353K Sell
2,752
-129
-4% -$15.6K 0.01% 558
2025
Q2 		$340K Sell
2,881
-568
-16% -$62.9K 0.01% 540
2025
Q1 		$403K Buy
3,449
+102
+3% +$13.7K 0.01% 462
2024
Q4 		$450K Sell
3,347
-18
-0.5% -$2.47K 0.01% 433
2024
Q3 		$500K Sell
3,365
-46
-1% -$6.3K 0.01% 412
2024
Q2 		$442K Sell
3,411
-23
-0.7% -$3.22K 0.01% 424
2024
Q1 		$472K Sell
3,434
-352
-9% -$48.2K 0.02% 392
2023
Q4 		$526K Buy
3,786
+1,883
+99% +$224K 0.02% 346
2023
Q3 		$213K Buy
+1,903
New +$228K 0.01% 550
2021
Q2 		– Sell
-450
Closed -$57K – 519
2021
Q1 		$57K Buy
+450
New +$55.6K ﹤0.01% 813
2020
Q3 		– Sell
-484
Closed -$43K – 1569
2020
Q2 		$43K Buy
484
+8
+2% +$655 ﹤0.01% 784
2020
Q1 		$37K Buy
476
+326
+217% +$26.2K ﹤0.01% 693
2019
Q4 		$13K Buy
150
+16
+12% +$1.26K ﹤0.01% 1018
2019
Q3 		$10K Hold
134
– – ﹤0.01% 1017
2019
Q2 		$10K Hold
134
– – ﹤0.01% 1012
2019
Q1 		$11K Sell
134
-19
-12% -$1.44K ﹤0.01% 931
2018
Q4 		$10K Sell
153
-12
-7% -$807 ﹤0.01% 869
2018
Q3 		$11K Buy
165
+12
+8% +$794 ﹤0.01% 931
2018
Q2 		$10K Buy
+153
New +$9.98K ﹤0.01% 930

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's A Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Agilent Technologies (A) in Q1 2026, closing a stake of 2,897 shares — an estimated $394K sold.

Valeo Financial Advisors first reported a position in A in Q2 2018 and held it in 20 quarters. The position peaked at $526K in Q4 2023. 1,072 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Agilent Technologies position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,897 Agilent Technologies shares in Q1 2026, an estimated $394K.
  • Valeo Financial Advisors first reported a position in Agilent Technologies in Q2 2018 and held it in 20 quarters.
  • Valeo Financial Advisors's Agilent Technologies position peaked at $526K in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.