Vanguard Portfolio Management 13F: New $2B Stake in A

Vanguard Portfolio Management has initiated a new position in Agilent Technologies, acquiring over 14 million shares valued at nearly $2 billion.

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Vanguard Portfolio Management opened a new position of 14,352,682 shares in Agilent Technologies, Inc. ($A), according to a 13F filing with the SEC dated May 8, 2026. It reported 14,352,682 shares worth $1.97 billion at the end of the quarter.

Since the filing, $A is down 3.4% after 1 week, up 14.8% after 1 month and up 50.1% to date (from the $115.23 close on May 8, 2026).

Find the original: Vanguard Portfolio Management 13F filings on SEC EDGAR

A Agilent Technologies, Inc.
$172.97 +26.33% year to date
Daily close · Oct 16, 2026

Key Points

  • Vanguard Portfolio Management has taken a new position in Agilent Technologies, acquiring 14,352,682 shares valued at approximately $1.97 billion as of May 8, 2026.
  • Agilent Technologies' shares closed at $137.58 on the day of the filing, well above its 52-week low of $108.35 and below its high of $163.75.
  • Analysts maintain a positive outlook on Agilent, with a consensus buy rating and a mean price target of $175.43 based on 21 opinions.

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Vanguard's New Position in Agilent Technologies

Vanguard Portfolio Management has taken a new position in Agilent Technologies, Inc. (NYSE: A), acquiring 14,352,682 shares valued at approximately $1.97 billion. This transaction reflects holdings as of May 8, 2026, according to the latest Form 13F filing with the SEC. The shares were purchased at a cost basis of $126.49 each.

13F track record

Vanguard Portfolio Management vs. the S&P 500

YTD return +14.14% hypothetical
All-time return +133.10% S&P 500 +82.49%
vs. S&P 500 +50.61% ahead of the index

Hypothetical returns from Vanguard Portfolio Management's disclosed trades, not real profit or advice. How we model this.

What Changed in Vanguard's Position

This marks a significant new buy for Vanguard, as it had no prior holdings in Agilent Technologies. The fund's new stake consists of over 14.3 million shares, indicating a strong entry into the healthcare sector.

Institutional Interest in Agilent Technologies

Other institutional investors have also shown interest in Agilent Technologies recently. For instance, Tidal Investments increased its stake by 71.3% in mid-May 2026, now holding 257,057 shares. Citigroup also boosted its holdings by 18.4%, adding 53,124 shares to reach a total of 342,286 shares valued at $47.1 million. Additionally, Mercer Global Advisors raised its stake by 23.4%, acquiring 14,192 shares.

How Agilent Technologies, Inc. Stock Has Traded

Agilent Technologies' shares were trading at $137.58 on May 8, 2026. This price is above its 52-week low of $108.35 but below its high of $163.75. The stock is currently below its 50-day moving average of $145.98, suggesting it may have some room for recovery in the coming weeks.

Analysts Set New Price Targets

On October 13, 2026, TD Cowen maintained a Buy rating on Agilent with a price target of $196. Morgan Stanley also kept an Overweight rating with a target of $190. Barclays maintained its Overweight rating, raising its target to $195, while Wells Fargo set its target at $180. Overall, analysts have a consensus Buy rating with a mean price target of $175.43 based on 21 opinions.

What Agilent Technologies, Inc. Does

Agilent Technologies, Inc. provides solutions for life sciences, diagnostics, and applied chemical markets. The company operates through three segments: Life Sciences and Diagnostics Markets, Agilent CrossLab, and Applied Markets. With a strong focus on innovation and quality, Agilent plays a vital role in advancing healthcare technologies.

What's Ahead for Agilent Technologies, Inc.

Investors will be watching Agilent's next earnings report, scheduled for November 25, 2026. It's important to note that this 13F filing reflects Vanguard's holdings as of May 8, 2026, and may not represent its current position. As more institutional investors show interest in Agilent, the stock's performance in the upcoming months will be closely monitored.

Source: Vanguard Portfolio Management's 13F filing on $A (May 8, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Vanguard Portfolio Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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