waypoint wealth counsel

Position in A — Agilent Technologies, Inc.

CIK 1807909 ATLANTA, GA

Position in A

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$261,127

-$6,658 QoQ

Shares Held

2,291

+16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

waypoint wealth counsel holds $890,818 across 3 Diagnostics & Research names.

#	Ticker	Company	Shares	Value (USD)
1	ILMN	Illumina, Inc.	2,042	$359,043
2	NTRA	Natera, Inc.	1,186	$321,939
3	IQV	Iqvia Holdings Inc.	1,086	$209,836

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$261,127	2,291	+16.4%	Shares	Sole	2026-04-23
2025-12-31	$267,785	1,968	-0.8%	Shares	Other	2026-01-28
2025-09-30	$254,646	1,984	+4.3%	Shares	Other	2025-10-20
2025-06-30	$224,454	1,902	—	Shares	Other	2025-07-25
No filing history on record for this holder in this stock.