Position in A
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,416,443
+$331,977 QoQ
Shares Held
18,192
-0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#371
of 1,112 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Stone Summit Wealth LLC holds $2,416,443 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
|
18,192 | $2,416,443 |
All Filings in A
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,416,443 | 18,192 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,084,466 | 18,288 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,631,185 | 19,337 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,491,530 | 19,412 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,491,545 | 21,113 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,530,277 | 21,630 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $3,388,313 | 22,820 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,015,712 | 23,264 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,374,667 | 23,192 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,380,653 | 24,316 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,886,968 | 25,818 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,231,358 | 26,872 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,789,962 | 27,396 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,183,615 | 27,956 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,082,629 | 25,361 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,973,050 | 25,032 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,045,045 | 23,011 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,512,891 | 15,740 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||