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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by AE Wealth Management LLC, 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 2026)
10,728
Value
$1.43M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of A by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,728$1.43M<0.1%−4,277−28.5%ReducedHolders
Q1 202615,005$1.71M<0.1%+2,405+19.1%AddedHolders
Q4 202512,600$1.71M<0.1%−61,719−83.0%ReducedHolders
Q3 202574,319$9.54M0.1%−25,656−25.7%ReducedHolders
Q2 202599,975$11.8M0.1%+4,569+4.8%AddedHolders
Q1 202595,406$11.2M0.1%−783−0.8%ReducedHolders
Q4 202496,189$12.9M0.1%+7,501+8.5%AddedHolders
Q3 202488,688$13.2M0.1%−90,679−50.6%ReducedHolders
Q2 2024179,367$23.3M0.2%+19,102+11.9%AddedHolders
Q1 2024160,265$23.3M0.3%+27,141+20.4%AddedHolders
Q4 2023133,124$17.4M0.1%+14,055+11.8%AddedHolders
Q3 2023119,069$13.3M0.1%+20,269+20.5%AddedHolders
Q2 202398,800$11.9M0.1%+50,206+103.3%AddedHolders
Q1 202348,594$6.72M<0.1%+5,629+13.1%AddedHolders
Q4 202242,965$6.43M<0.1%+7,316+20.5%AddedHolders
Q3 202235,649$4.33M<0.1%+8,745+32.5%AddedHolders
Q2 202226,904$3.19M<0.1%+2,949+12.3%AddedHolders
Q1 202223,955$3.17M<0.1%+1,106+4.8%AddedHolders
Q4 202122,849$3.65M<0.1%+987+4.5%AddedHolders
Q3 202121,862$3.44M<0.1%+227+1.0%AddedHolders
Q2 202121,635$3.20M<0.1%+3,472+19.1%AddedHolders
Q1 202118,163$2.31M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.