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Waverly Advisors’s Agilent Technologies A Stock Holding History

Waverly 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 		$535K Buy
4,693
+936
+25% +$119K ﹤0.01% 1056
2025
Q4 		$511K Buy
3,757
+275
+8% +$39.5K ﹤0.01% 1000
2025
Q3 		$447K Buy
3,482
+848
+32% +$102K ﹤0.01% 890
2025
Q2 		$311K Buy
2,634
+762
+41% +$84.4K ﹤0.01% 952
2025
Q1 		$219K Buy
+1,872
New +$252K ﹤0.01% 1032
2021
Q4 		– Sell
-1,906
Closed -$303K – 202
2021
Q3 		$303K Hold
1,906
– – 0.03% 168
2021
Q2 		$303K Buy
+1,906
New +$260K 0.03% 153
2018
Q1 		– Sell
-365
Closed -$24K – 176
2017
Q4 		$24K Buy
+365
New +$24.6K ﹤0.01% 281
2014
Q4 		– Sell
-2,551
Closed -$104K – 407
2014
Q3 		$104K Hold
2,551
– – 0.06% 135
2014
Q2 		$105K Hold
2,551
– – 0.04% 141
2014
Q1 		$102K Sell
2,551
-2,275
-47% -$93.7K 0.05% 146
2013
Q4 		$197K Buy
4,826
+2,551
+112% +$97K 0.07% 151
2013
Q3 		$83K Buy
+2,275
New +$76.7K 0.04% 171

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 $298B AUM 21.96% 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

Waverly Advisors's A Position: Q1 2026 in Review

Waverly Advisors increased its Agilent Technologies (A) stake by 25% in Q1 2026, buying an estimated $119K and bringing the position to 4,693 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Waverly Advisors first reported a position in A in Q3 2013 and has held it in 13 quarters since. 1,068 funds tracked by Wall St. Rank hold A as of Q1 2026.

  • Waverly Advisors held 4,693 shares of Agilent Technologies worth $535K as of Q1 2026.
  • Waverly Advisors bought 936 Agilent Technologies shares in Q1 2026, an estimated $119K.
  • Agilent Technologies made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1056 holding.
  • Waverly Advisors first reported a position in Agilent Technologies in Q3 2013 and has held it in 13 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.