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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
-1,000
Closed -$136K – 757
2025
Q4 		$136K Buy
+1,000
New +$144K ﹤0.01% 777

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.