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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
Q2 		$720K Buy
5,420
+727
+15% +$88.6K ﹤0.01% 1011
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waverly Advisors's A Position: Q2 2026 in Review

Waverly Advisors increased its Agilent Technologies (A) stake by 15% in Q2 2026, buying an estimated $88.6K and bringing the position to 5,420 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Waverly Advisors first reported a position in A in Q3 2013 and has held it in 14 quarters since. 1,133 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Waverly Advisors held 5,420 shares of Agilent Technologies worth $720K as of Q2 2026.
  • Waverly Advisors bought 727 Agilent Technologies shares in Q2 2026, an estimated $88.6K.
  • Agilent Technologies made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1011 holding.
  • Waverly Advisors first reported a position in Agilent Technologies in Q3 2013 and has held it in 14 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.