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WBH Advisory’s Agilent Technologies A Stock Holding History

WBH Advisory’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
-1,531
Closed -$206K – 326
2024
Q4 		$206K Hold
1,531
– – 0.02% 313
2024
Q3 		$227K Sell
1,531
-30
-2% -$4.11K 0.02% 302
2024
Q2 		$202K Sell
1,561
-155
-9% -$21.7K 0.02% 303
2024
Q1 		$250K Sell
1,716
-133
-7% -$18.2K 0.03% 281
2023
Q4 		$257K Hold
1,849
– – 0.03% 277
2023
Q3 		$207K Sell
1,849
-46
-2% -$5.51K 0.03% 285
2023
Q2 		$228K Hold
1,895
– – 0.03% 280
2023
Q1 		$262K Buy
+1,895
New +$277K 0.03% 264
2022
Q3 		$248K Hold
2,040
– – 0.04% 256
2022
Q2 		$251K Sell
2,040
-86
-4% -$10.6K 0.03% 271
2022
Q1 		$257K Hold
2,126
– – 0.03% 277
2021
Q4 		$339K Sell
2,126
-12
-0.6% -$1.87K 0.04% 252
2021
Q3 		$337K Sell
2,138
-200
-9% -$32.4K 0.05% 235
2021
Q2 		$351K Hold
2,338
– – 0.05% 209
2021
Q1 		$297K Sell
2,338
-50
-2% -$6.18K 0.05% 227
2020
Q4 		$306K Sell
2,388
-50
-2% -$5.53K 0.05% 214
2020
Q3 		$246K Hold
2,438
– – 0.05% 222
2020
Q2 		$215K Buy
+2,438
New +$200K 0.05% 224
2020
Q1 		– Sell
-2,438
Closed -$207K – 216
2019
Q4 		$207K Buy
+2,438
New +$192K 0.04% 234

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

WBH Advisory's A Position: Q1 2025 in Review

WBH Advisory sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 1,531 shares — an estimated $206K sold.

WBH Advisory first reported a position in A in Q4 2019 and held it in 19 quarters. The position peaked at $351K in Q2 2021. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

  • WBH Advisory reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
  • WBH Advisory sold 1,531 Agilent Technologies shares in Q1 2025, an estimated $206K.
  • WBH Advisory first reported a position in Agilent Technologies in Q4 2019 and held it in 19 quarters.
  • WBH Advisory's Agilent Technologies position peaked at $351K in Q2 2021.
  • 1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on WBH Advisory's 13F filing for Q1 2025, filed 12 May 2025.