Clearstead Advisors’s Azenta AZTA Stock Holding History

Clearstead 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
2026 Q2	$256	Buy	+10	New	+$224	﹤0.01%	3118
2025 Q4	–	Sell	-35	Closed	-$1.01K	–	2789
2025 Q3	$1.01K	Buy	+35	New	+$1.08K	﹤0.01%	2616
2025 Q2	–	Sell	-8,070	Closed	-$280K	–	2743
2025 Q1	$280K	Hold	8,070	–	–	﹤0.01%	732
2024 Q4	$404K	Hold	8,070	–	–	0.01%	635
2024 Q3	$391K	Hold	8,070	–	–	0.01%	633
2024 Q2	$425K	Hold	8,070	–	–	0.01%	576
2024 Q1	$414K	Hold	8,070	–	–	0.02%	340
2023 Q4	$526K	Sell	8,070 -8,070	-50%	-$438K	0.03%	304
2023 Q3	$810K	Buy	16,140 +8,070	+100%	+$406K	0.02%	335
2023 Q2	$377K	Hold	8,070	–	–	0.02%	332
2023 Q1	$360K	Buy	+8,070	New	+$400K	0.03%	311
2022 Q4	–	Sell	-7,651	Closed	-$328K	–	1316
2022 Q3	$328K	Hold	7,651	–	–	0.03%	292
2022 Q2	$552K	Sell	7,651 -133	-2%	-$9.94K	0.04%	236
2022 Q1	$645K	Buy	7,784 +133	+2%	+$11.4K	0.04%	231
2021 Q4	$789K	Sell	7,651 -312	-4%	-$33.8K	0.05%	203
2021 Q3	$815K	Buy	7,963 +312	+4%	+$28K	0.06%	191
2021 Q2	$729K	Hold	7,651	–	–	0.06%	190
2021 Q1	$625K	Buy	7,651 +3,300	+76%	+$266K	0.05%	200
2020 Q4	$295K	Buy	+4,351	New	+$271K	0.03%	267

Other funds holding AZTA

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's AZTA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Azenta (AZTA) in Q2 2026: 10 shares worth $256. The stake represents ﹤0.01% of the portfolio and ranks #3118 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AZTA as recently as Q3 2025.

Clearstead Advisors first reported a position in AZTA in Q4 2020 and has held it in 19 quarters since. The position peaked at $815K in Q3 2021. 81 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

Clearstead Advisors held 10 shares of Azenta worth $256 as of Q2 2026.
Azenta was a new Clearstead Advisors position in Q2 2026.
Azenta made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3118 holding.
Clearstead Advisors first reported a position in Azenta in Q4 2020 and has held it in 19 quarters since.
Clearstead Advisors's Azenta position peaked at $815K in Q3 2021.
81 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.