WealthTrust Axiom’s Agilent Technologies A Stock Holding History

WealthTrust Axiom’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	-1,750	Closed	-$235K	–	256
2024 Q4	$235K	Hold	1,750	–	–	0.07%	214
2024 Q3	$260K	Sell	1,750 -200	-10%	-$27.4K	0.08%	199
2024 Q2	$253K	Hold	1,950	–	–	0.08%	195
2024 Q1	$284K	Hold	1,950	–	–	0.09%	186
2023 Q4	$271K	Hold	1,950	–	–	0.09%	188
2023 Q3	$218K	Hold	1,950	–	–	0.08%	201
2023 Q2	$234K	Hold	1,950	–	–	0.08%	203
2023 Q1	$270K	Hold	1,950	–	–	0.09%	189
2022 Q4	$292K	Hold	1,950	–	–	0.1%	169
2022 Q3	$237K	Hold	1,950	–	–	0.09%	189
2022 Q2	$231K	Hold	1,950	–	–	0.08%	197
2022 Q1	$258K	Hold	1,950	–	–	0.08%	195
2021 Q4	$311K	Hold	1,950	–	–	0.1%	176
2021 Q3	$307K	Hold	1,950	–	–	0.1%	164
2021 Q2	$288K	Sell	1,950 -250	-11%	-$34.1K	0.09%	185
2021 Q1	$279K	Hold	2,200	–	–	0.09%	177
2020 Q4	$260K	Hold	2,200	–	–	0.09%	174
2020 Q3	$222K	Buy	+2,200	New	+$213K	0.1%	162

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrust Axiom's A Position: Q1 2025 in Review

WealthTrust Axiom sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 1,750 shares — an estimated $235K sold.

WealthTrust Axiom first reported a position in A in Q3 2020 and held it in 18 quarters. The position peaked at $311K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

WealthTrust Axiom reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
WealthTrust Axiom sold 1,750 Agilent Technologies shares in Q1 2025, an estimated $235K.
WealthTrust Axiom first reported a position in Agilent Technologies in Q3 2020 and held it in 18 quarters.
WealthTrust Axiom's Agilent Technologies position peaked at $311K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on WealthTrust Axiom's 13F filing for Q1 2025, filed 14 May 2025.