Werba Rubin Papier Wealth Management’s Agilent Technologies A Stock Holding History

Werba Rubin Papier Wealth Management’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	$793K	Buy	5,973 +1,546	+35%	+$188K	0.1%	116
2026 Q1	$505K	Sell	4,427 -211	-5%	-$26.8K	0.07%	137
2025 Q4	$631K	Buy	4,638 +460	+11%	+$66.1K	0.17%	89
2025 Q3	$536K	Sell	4,178 -7	-0.2%	-$845	0.09%	117
2025 Q2	$494K	Buy	4,185 +1,237	+42%	+$137K	0.09%	113
2025 Q1	$345K	Sell	2,948 -71	-2%	-$9.57K	0.08%	126
2024 Q4	$406K	Sell	3,019 -62	-2%	-$8.49K	0.1%	112
2024 Q3	$457K	Buy	3,081 +437	+17%	+$59.8K	0.11%	107
2024 Q2	$343K	Buy	+2,644	New	+$370K	0.09%	113
2023 Q1	–	Sell	-1,373	Closed	-$206K	–	116
2022 Q4	$206K	Buy	+1,373	New	+$196K	0.08%	95

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Werba Rubin Papier Wealth Management's A Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Agilent Technologies (A) stake by 35% in Q2 2026, buying an estimated $188K and bringing the position to 5,973 shares worth $793K. The position accounts for 0.1% of the portfolio, ranked #116.

Werba Rubin Papier Wealth Management first reported a position in A in Q4 2022 and has held it in 10 quarters since. 1,126 funds tracked by Wall St. Rank hold A as of Q2 2026.

Werba Rubin Papier Wealth Management held 5,973 shares of Agilent Technologies worth $793K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 1,546 Agilent Technologies shares in Q2 2026, an estimated $188K.
Agilent Technologies made up 0.1% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #116 holding.
Werba Rubin Papier Wealth Management first reported a position in Agilent Technologies in Q4 2022 and has held it in 10 quarters since.
1,126 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.