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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by Summit Trail Advisors, 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)
23,182
Value
$3.08M
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of A by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,182$3.08M<0.1%+4,926+27.0%AddedHolders
Q1 202618,256$2.08M<0.1%+5,608+44.3%AddedHolders
Q4 202512,648$1.72M<0.1%−47−0.4%ReducedHolders
Q3 202512,695$1.63M<0.1%+9,249+268.4%AddedHolders
Q2 20253,446$406.6K<0.1%+3,446NewHolders
Q1 20250$00.0%−4,227−100.0%Sold outHolders
Q4 20244,227$568.9K<0.1%+2,433+135.6%AddedHolders
Q3 20241,794$266.3K<0.1%+1,794NewHolders