Carolinas Wealth Consulting’s Azenta AZTA Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-30	Closed	-$1.45K	–	1021
2024 Q4	$1.45K	Buy	+30	New	+$1.37K	﹤0.01%	883
2023 Q3	–	Sell	-240	Closed	-$11.2K	–	1025
2023 Q2	$11.2K	Hold	240	–	–	﹤0.01%	576
2023 Q1	$10.7K	Hold	240	–	–	﹤0.01%	596
2022 Q4	$14K	Hold	240	–	–	﹤0.01%	561
2022 Q3	$10K	Hold	240	–	–	﹤0.01%	563
2022 Q2	$17K	Hold	240	–	–	﹤0.01%	480
2022 Q1	$20K	Sell	240 -6	-2%	-$515	﹤0.01%	478
2021 Q4	$25K	Hold	246	–	–	0.01%	448
2021 Q3	$25K	Hold	246	–	–	0.01%	432
2021 Q2	$23K	Hold	246	–	–	0.01%	477
2021 Q1	$20K	Hold	246	–	–	﹤0.01%	510
2020 Q4	$17K	Sell	246 -174	-41%	-$10.8K	﹤0.01%	499
2020 Q3	$19K	Buy	420 +325	+342%	+$15.7K	0.01%	394
2020 Q2	$4K	Buy	+95	New	+$3.63K	﹤0.01%	415

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

GKIM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carolinas Wealth Consulting's AZTA Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Azenta (AZTA) in Q1 2025, closing a stake of 30 shares — an estimated $1.45K sold.

Carolinas Wealth Consulting first reported a position in AZTA in Q2 2020 and held it in 14 quarters. The position peaked at $25K in Q4 2021. 293 funds tracked by Wall St. Rank hold AZTA as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Azenta position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 30 Azenta shares in Q1 2025, an estimated $1.45K.
Carolinas Wealth Consulting first reported a position in Azenta in Q2 2020 and held it in 14 quarters.
Carolinas Wealth Consulting's Azenta position peaked at $25K in Q4 2021.
293 funds tracked by Wall St. Rank held Azenta as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.