Atria Investments’s Azenta AZTA Stock Holding History

Atria Investments’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 Q1	$258K	Buy	12,218 +3,329	+37%	+$99.5K	﹤0.01%	1841
2025 Q4	$296K	Buy	+8,889	New	+$291K	﹤0.01%	1746
2025 Q2	–	Sell	-8,258	Closed	-$286K	–	1989
2025 Q1	$286K	Buy	8,258 +7	+0.1%	+$322	﹤0.01%	1640
2024 Q4	$413K	Sell	8,251 -1,019	-11%	-$46.4K	0.01%	1427
2024 Q3	$449K	Sell	9,270 -6,291	-40%	-$327K	0.01%	1384
2024 Q2	$819K	Buy	+15,561	New	+$832K	0.01%	1041
2024 Q1	–	Sell	-15,883	Closed	-$1.03M	–	964
2023 Q4	$1.03M	Buy	+15,883	New	+$862K	0.02%	881
2023 Q1	–	Sell	-18,950	Closed	-$1.1M	–	818
2022 Q4	$1.1M	Buy	+18,950	New	+$969K	0.02%	727
2022 Q3	–	Sell	-20,360	Closed	-$1.47M	–	737
2022 Q2	$1.47M	Buy	20,360 +299	+1%	+$22.3K	0.03%	608
2022 Q1	$1.66M	Buy	20,061 +1,574	+9%	+$135K	0.03%	637
2021 Q4	$1.91M	Buy	18,487 +2,459	+15%	+$267K	0.03%	584
2021 Q3	$1.64M	Buy	16,028 +162	+1%	+$14.5K	0.03%	609
2021 Q2	$1.51M	Buy	15,866 +588	+4%	+$57K	0.03%	612
2021 Q1	$1.25M	Buy	+15,278	New	+$1.23M	0.03%	621
2020 Q1	–	Sell	-8,886	Closed	-$373K	–	607
2019 Q4	$373K	Buy	+8,886	New	+$373K	0.01%	896

Other funds holding AZTA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return