Position in A
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$200,971
-$4,086 QoQ
Shares Held
1,513
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#847
of 1,112 holders
Holding Since
Mar 2021
16 quarters on record
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Beta Wealth Group, Inc. holds $200,971 across 1 Diagnostics & Research name. A ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | A |
Agilent Technologies, Inc.
This page
|
1,513 | $200,971 |
All Filings in A
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,971 | 1,513 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $205,057 | 1,507 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $211,520 | 1,648 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $240,065 | 1,787 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $280,924 | 1,892 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $244,871 | 1,889 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $264,391 | 1,817 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $252,200 | 1,814 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $231,842 | 1,928 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $266,304 | 1,925 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $287,776 | 1,923 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $244,315 | 2,010 | Shares | Sole | 2022-11-01 | |
| 2021-12-31 | $340,852 | 2,135 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $336,326 | 2,135 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $315,278 | 2,133 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $290,006 | 2,281 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||