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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by Advisor OS, 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)
2,344
Value
$311.3K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2023
Holdings of A by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,344$311.3K<0.1%+58+2.5%AddedHolders
Q1 20262,286$260.6K<0.1%+2,286NewHolders
Q2 20250$00.0%−1,948−100.0%Sold outHolders
Q1 20251,948$227.8K<0.1%−1,725−47.0%ReducedHolders
Q4 20243,673$493.4K0.1%−1,498−29.0%ReducedHolders
Q3 20245,171$767.8K0.1%−413−7.4%ReducedHolders
Q2 20245,584$723.7K0.1%+775+16.1%AddedHolders
Q1 20244,809$699.7K0.1%+1,644+51.9%AddedHolders
Q4 20233,165$440.0K0.1%+3,165NewHolders