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Waldron Private Wealth’s Agilent Technologies A Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-3,390
Closed -$455K – 294
2024
Q4 		$455K Buy
3,390
+29
+0.9% +$3.97K 0.02% 263
2024
Q3 		$499K Buy
3,361
+19
+0.6% +$2.6K 0.02% 246
2024
Q2 		$433K Sell
3,342
-26
-0.8% -$3.64K 0.02% 248
2024
Q1 		$490K Sell
3,368
-150
-4% -$20.5K 0.02% 243
2023
Q4 		$490K Buy
3,518
+408
+13% +$48.5K 0.02% 237
2023
Q3 		$348K Buy
3,110
+141
+5% +$16.9K 0.02% 266
2023
Q2 		$358K Sell
2,969
-71
-2% -$9.05K 0.02% 266
2023
Q1 		$421K Sell
3,040
-70
-2% -$10.2K 0.02% 278
2022
Q4 		$378K Hold
3,110
– – 0.02% 271
2022
Q3 		$378K Buy
3,110
+98
+3% +$12.6K 0.02% 271
2022
Q2 		$357K Buy
3,012
+85
+3% +$10.5K 0.02% 279
2022
Q1 		$387K Buy
2,927
+93
+3% +$12.8K 0.02% 280
2021
Q4 		$452K Buy
2,834
+212
+8% +$33K 0.02% 260
2021
Q3 		$413K Buy
2,622
+555
+27% +$89.8K 0.02% 242
2021
Q2 		$305K Buy
2,067
+201
+11% +$27.4K 0.02% 269
2021
Q1 		$237K Sell
1,866
-238
-11% -$29.4K 0.02% 270
2020
Q4 		$249K Buy
+2,104
New +$233K 0.02% 257

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's A Position: Q1 2025 in Review

Waldron Private Wealth sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 3,390 shares — an estimated $455K sold.

Waldron Private Wealth first reported a position in A in Q4 2020 and held it in 17 quarters. The position peaked at $499K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

  • Waldron Private Wealth reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 3,390 Agilent Technologies shares in Q1 2025, an estimated $455K.
  • Waldron Private Wealth first reported a position in Agilent Technologies in Q4 2020 and held it in 17 quarters.
  • Waldron Private Wealth's Agilent Technologies position peaked at $499K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.