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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
Q3 		$264K Buy
+1,530
New +$225K 0.01% 677
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

Valeo Financial Advisors's A Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Agilent Technologies (A) in Q3 2026: 1,530 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in A as recently as Q4 2025.

Valeo Financial Advisors first reported a position in A in Q2 2018 and has held it in 21 quarters since. The position peaked at $526K in Q4 2023. 51 funds tracked by Wall St. Rank hold A as of Q3 2026.

  • Valeo Financial Advisors held 1,530 shares of Agilent Technologies worth $264K as of Q3 2026.
  • Agilent Technologies was a new Valeo Financial Advisors position in Q3 2026.
  • Agilent Technologies made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #677 holding.
  • Valeo Financial Advisors first reported a position in Agilent Technologies in Q2 2018 and has held it in 21 quarters since.
  • Valeo Financial Advisors's Agilent Technologies position peaked at $526K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.