Beaumont Financial Advisors’s Azenta AZTA Stock Holding History

Beaumont Financial Advisors’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
2025 Q2	–	Sell	-24,500	Closed	-$849K	–	380
2025 Q1	$849K	Hold	24,500	–	–	0.07%	167
2024 Q4	$1.23M	Sell	24,500 -31	-0.1%	-$1.41K	0.09%	131
2024 Q3	$1.19M	Hold	24,531	–	–	0.09%	129
2024 Q2	$1.29M	Hold	24,531	–	–	0.1%	128
2024 Q1	$1.48M	Hold	24,531	–	–	0.12%	110
2023 Q4	$1.6M	Sell	24,531 -7,000	-22%	-$380K	0.15%	100
2023 Q3	$1.58M	Sell	31,531 -2,000	-6%	-$101K	0.16%	94
2023 Q2	$1.57M	Buy	33,531 +31	+0.1%	+$1.36K	0.14%	105
2023 Q1	$1.49M	Hold	33,500	–	–	0.15%	97
2022 Q4	$1.95M	Sell	33,500 -6,506	-16%	-$333K	0.2%	77
2022 Q3	$1.72M	Buy	40,006 +6	+0%	+$358	0.16%	88
2022 Q2	$2.88M	Hold	40,000	–	–	0.26%	61
2022 Q1	$3.31M	Hold	40,000	–	–	0.25%	78
2021 Q4	$4.12M	Hold	40,000	–	–	0.3%	57
2021 Q3	$4.09M	Hold	40,000	–	–	0.32%	61
2021 Q2	$3.81M	Hold	40,000	–	–	0.29%	60
2021 Q1	$3.27M	Sell	40,000 -7,000	-15%	-$564K	0.28%	73
2020 Q4	$3.19M	Sell	47,000 -112	-0.2%	-$6.98K	0.28%	78
2020 Q3	$2.18M	Sell	47,112 -7,888	-14%	-$382K	0.21%	90
2020 Q2	$2.43M	Sell	55,000 -22,758	-29%	-$871K	0.25%	80
2020 Q1	$2.37M	Sell	77,758 -1,000	-1%	-$36.4K	0.3%	61
2019 Q4	$3.31M	Buy	+78,758	New	+$3.31M	0.33%	72

Other funds holding AZTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Beaumont Financial Advisors's AZTA Position: Q2 2025 in Review

Beaumont Financial Advisors sold out of Azenta (AZTA) in Q2 2025, closing a stake of 24,500 shares — an estimated $849K sold.

Beaumont Financial Advisors first reported a position in AZTA in Q4 2019 and held it in 22 quarters. The position peaked at $4.12M in Q4 2021. 277 funds tracked by Wall St. Rank hold AZTA as of Q2 2025.

Beaumont Financial Advisors reported no remaining Azenta position as of Q2 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 24,500 Azenta shares in Q2 2025, an estimated $849K.
Beaumont Financial Advisors first reported a position in Azenta in Q4 2019 and held it in 22 quarters.
Beaumont Financial Advisors's Azenta position peaked at $4.12M in Q4 2021.
277 funds tracked by Wall St. Rank held Azenta as of Q2 2025.

Based on Beaumont Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.