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Live Oak Private Wealth LLC → A

Live Oak Private Wealth LLC A Position History

Agilent Technologies, Inc. • Healthcare

Quarters held
4
Latest value
$10.4M
Q3 2026
Peak value
$10.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.3M
Q1 2026$6.9M
Q2 2026$8.3M
Q3 2026$10.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.4M60.1K——
Q2 2026$8.3M62.5K——
Q1 2026$6.9M60.3K——
Q4 2025$7.3M53.6K——

Other funds holding A

Other Live Oak Private Wealth LLC positions

BRK-A

BERKSHIRE HATHAWAY INC DEL

$32.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$31.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$30.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$28.8M
DIOD

DIMENSIONAL ETF TRUST

$28.4M
GOOGN

ALPHABET INC

$25.1M
AAPL

APPLE INC

$23.5M
SCHW-PJ

SCHWAB CHARLES CORP

$21.6M
Live Oak Private Wealth LLC A Holdings: 13F Position History | Track13F