Corient Private Wealth
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Corient Private Wealth’s Azenta AZTA Stock Holding History

Corient Private Wealth’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 		– Sell
-37,444
Closed -$989K – 2853
2025
Q4 		$989K Buy
+37,444
New +$1.22M ﹤0.01% 1894
2025
Q3 		– Sell
-13,013
Closed -$401K – 2564
2025
Q2 		$401K Sell
13,013
-19,225
-60% -$541K ﹤0.01% 1824
2025
Q1 		$1.12M Buy
32,238
+3,733
+13% +$172K ﹤0.01% 1225
2024
Q4 		$1.43M Buy
28,505
+3,221
+13% +$147K ﹤0.01% 1144
2024
Q3 		$1.22M Sell
25,284
-889
-3% -$46.2K ﹤0.01% 1308
2024
Q2 		$1.38M Buy
26,173
+89
+0.3% +$4.76K ﹤0.01% 1196
2024
Q1 		$1.57M Sell
26,084
-190
-0.7% -$12.2K ﹤0.01% 1143
2023
Q4 		$1.71M Buy
26,274
+76
+0.3% +$4.12K ﹤0.01% 1072
2023
Q3 		$1.31M Buy
+26,198
New +$1.32M ﹤0.01% 1095

Other funds holding AZTA

BlackRock
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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
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
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Corient Private Wealth's AZTA Position: Q1 2026 in Review

Corient Private Wealth sold out of Azenta (AZTA) in Q1 2026, closing a stake of 37,444 shares — an estimated $989K sold.

Corient Private Wealth first reported a position in AZTA in Q3 2023 and held it in 9 quarters. The position peaked at $1.71M in Q4 2023. 258 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Corient Private Wealth reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 37,444 Azenta shares in Q1 2026, an estimated $989K.
  • Corient Private Wealth first reported a position in Azenta in Q3 2023 and held it in 9 quarters.
  • Corient Private Wealth's Azenta position peaked at $1.71M in Q4 2023.
  • 258 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.