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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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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. 1,069 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.
  • 1,069 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.