Modern Wealth Management, LLC
Position in A — Agilent Technologies, Inc.
CIK 2001900
KANSAS CITY, MO
Position in A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$342,433
+$12,007 QoQ
Shares Held
2,578
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#706
of 1,112 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $6,494,016 across 8 Diagnostics & Research names. A ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
6,063 | $3,039,743 | |
| 2 | DGX |
Quest Diagnostics Inc
|
6,354 | $1,346,729 | |
| 3 | WAT |
Waters Corp /De/
|
1,265 | $474,423 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
341 | $435,630 | |
| 5 | A |
Agilent Technologies, Inc.
This page
|
2,578 | $342,433 | |
| 6 | DHR |
Danaher Corp /De/
|
1,542 | $293,717 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
552 | $292,332 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
511 | $269,009 |
All Filings in A
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,433 | 2,578 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $330,426 | 2,899 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $402,220 | 2,956 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $369,903 | 2,882 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $340,930 | 2,889 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $319,586 | 2,732 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||