Advocate Investing Services’s Azenta AZTA Stock Holding History

Advocate Investing Services’s Portfolio AZTA Stock Details AZTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20	Closed	-$423	–	465
2026 Q1	$423	Hold	20	–	–	﹤0.01%	428
2025 Q4	$665	Buy	+20	New	+$654	﹤0.01%	398

Other funds holding AZTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Politan Capital Management New York $255M AUM 62.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advocate Investing Services's AZTA Position: Q2 2026 in Review

Advocate Investing Services sold out of Azenta (AZTA) in Q2 2026, closing a stake of 20 shares — an estimated $423 sold.

Advocate Investing Services first reported a position in AZTA in Q4 2025 and held it in 2 quarters. The position peaked at $665 in Q4 2025. 248 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

Advocate Investing Services reported no remaining Azenta position as of Q2 2026 after selling out during the quarter.
Advocate Investing Services sold 20 Azenta shares in Q2 2026, an estimated $423.
Advocate Investing Services first reported a position in Azenta in Q4 2025 and held it in 2 quarters.
Advocate Investing Services's Azenta position peaked at $665 in Q4 2025.
248 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.