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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

A overviewAll 13F holders of AFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2022
Holdings of A by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−7,553−100.0%Sold outHolders
Q1 20257,553$883.5K0.1%−292−3.7%ReducedHolders
Q4 20247,845$1.05M0.1%00.0%UnchangedHolders
Q3 20247,845$1.16M0.1%00.0%UnchangedHolders
Q2 20247,845$1.02M0.1%+146+1.9%AddedHolders
Q1 20247,699$1.12M0.1%−145−1.8%ReducedHolders
Q4 20237,844$1.09M0.1%+291+3.9%AddedHolders
Q3 20237,553$844.6K0.1%00.0%UnchangedHolders
Q2 20237,553$908.2K0.1%−15−0.2%ReducedHolders
Q1 20237,568$1.05M0.1%00.0%UnchangedHolders
Q4 20227,568$1.13M0.2%−10−0.1%ReducedHolders
Q3 20227,578$921.0K0.2%+7,578NewHolders