Plan A Wealth LLC A — AGILENT TECHNOLOGIES INC

Ownership history in Plan A Wealth LLC  ·  4 quarters on record

AI Ownership Summary

Plan A Wealth LLC reported AGILENT TECHNOLOGIES INC (A) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q3. The latest visible filing shows A at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plan A Wealth LLC's position in AGILENT TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

A was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

A stock page Plan A Wealth LLC fund profile Plan A Wealth LLC full holdings
How Plan A Wealth LLC held A — position size vs. price
% of Fund (quarterly)    A price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,567 +68 +1.9% 0.22% $615K 2026-10-08 $168.17
2026 Q2 ADDED — — — 3,499 +387 +12.4% 0.20% $465K 2026-07-14 $135.00
2026 Q1 ADDED — — — 3,112 +153 +5.2% 0.17% $355K 2026-05-15 $111.32
2025 Q4 INITIATED — — — 2,959 — — 0.20% $403K 2026-02-06 $128.84

🏢 Other funds also holding A

As of 2026 Q3 — sorted by position size

FENIMORE ASSET MANAGEMENT INC 3Y 7Y 2.11% DUDLEY & SHANLEY, INC. 3Y 7Y 1.77% BONNESS ENTERPRISES INC 3Y 7Y 1.0% Bell Asset Management Ltd 3Y 7Y 0.88% Davis Capital Management 3Y 0.87% CAMELOT TECHNOLOGY ADVISORS, INC. 0.72% Brown Shipley& Co Ltd 3Y 0.57% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.54% Exchange Bank 0.36% S.E.E.D. Planning Group LLC 3Y 0.28%

FAQ About Plan A Wealth LLC and A

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plan A Wealth LLC reported owning A?

Plan A Wealth LLC reported A across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported A position in Plan A Wealth LLC's portfolio?

The largest reported portfolio weight for A was 0.22% in 2026 Q3.

What is the latest reported A position on this page?

The most recent filing on this page is 2026 Q3, when Plan A Wealth LLC reported 3,567 shares, equal to 0.22% of portfolio, with an estimated market value of $615K.

What does the chart on this A ownership page compare?

The chart compares Plan A Wealth LLC's quarterly A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Plan A Wealth LLC time their A position?

Based on 13F filing dates vs. subsequent A price moves, Plan A Wealth LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on A relative to SPY over the holding period was +23.4%.

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