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Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by NewEdge Wealth, 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)
5,030
Value
$668.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of A by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,030$668.1K<0.1%+356+7.6%AddedHolders
Q1 20264,674$532.7K<0.1%−1,509−24.4%ReducedHolders
Q4 20256,183$841.4K<0.1%+2,632+74.1%AddedHolders
Q3 20253,551$521.1K<0.1%+993+38.8%AddedHolders
Q2 20252,558$291.5K<0.1%+40+1.6%AddedHolders
Q1 20252,518$294.6K<0.1%−482−16.1%ReducedHolders
Q4 20243,000$403.0K<0.1%−169−5.3%ReducedHolders
Q3 20243,169$470.5K<0.1%+50+1.6%AddedHolders
Q2 20243,119$404.3K<0.1%+96+3.2%AddedHolders
Q1 20243,023$415.7K<0.1%+669+28.4%AddedHolders
Q4 20232,354$327.2K<0.1%+2,354NewHolders
Q3 20230$00.0%−51,990−100.0%Sold outHolders
Q2 202351,990$6.25M0.2%+1,388+2.7%AddedHolders
Q1 202350,602$7.00M0.3%+3,544+7.5%AddedHolders
Q4 202247,058$7.04M0.3%+1,452+3.2%AddedHolders
Q3 202245,606$5.54M0.3%+4,042+9.7%AddedHolders
Q2 202241,564$4.94M0.2%+1,236+3.1%AddedHolders
Q1 202240,328$5.34M0.2%+1,188+3.0%AddedHolders
Q4 202139,140$6.25M0.3%+1,493+4.0%AddedHolders
Q3 202137,647$5.93M0.4%+2,593+7.4%AddedHolders
Q2 202135,054$5.18M0.4%+7,638+27.9%AddedHolders
Q1 202127,416$3.49M0.3%––Holders

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