Creative Planning’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $530K | Sell |
20,777
-1,177
| -5% | -$26.4K | ﹤0.01% | 3135 |
|
|
2026
Q1 | $464K | Buy |
21,954
+13,249
| +152% | +$396K | ﹤0.01% | 3085 |
|
|
2025
Q4 | $290K | Sell |
8,705
-1,809
| -17% | -$59.1K | ﹤0.01% | 3267 |
|
|
2025
Q3 | $302K | Buy |
10,514
+1,733
| +20% | +$53.7K | ﹤0.01% | 3139 |
|
|
2025
Q2 | $270K | Buy |
+8,781
| New | +$247K | ﹤0.01% | 2995 |
|
|
2025
Q1 | – | Sell |
-4,579
| Closed | -$229K | – | 3487 |
|
|
2024
Q4 | $229K | Buy |
+4,579
| New | +$208K | ﹤0.01% | 2876 |
|
|
2024
Q3 | – | Sell |
-4,185
| Closed | -$220K | – | 3205 |
|
|
2024
Q2 | $220K | Sell |
4,185
-134
| -3% | -$7.16K | ﹤0.01% | 2611 |
|
|
2024
Q1 | $260K | Buy |
4,319
+476
| +12% | +$30.5K | ﹤0.01% | 2364 |
|
|
2023
Q4 | $250K | Buy |
3,843
+3,443
| +861% | +$187K | ﹤0.01% | 2228 |
|
|
2023
Q3 | $20.1K | Sell |
400
-12,164
| -97% | -$611K | ﹤0.01% | 2592 |
|
|
2023
Q2 | $586K | Sell |
12,564
-957
| -7% | -$41.9K | ﹤0.01% | 1452 |
|
|
2023
Q1 | $603K | Buy |
13,521
+470
| +4% | +$23.3K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $760K | Buy |
13,051
+79
| +0.6% | +$4.04K | ﹤0.01% | 1174 |
|
|
2022
Q3 | $556K | Buy |
12,972
+5,377
| +71% | +$321K | ﹤0.01% | 1268 |
|
|
2022
Q2 | $547K | Buy |
7,595
+4,371
| +136% | +$327K | ﹤0.01% | 1267 |
|
|
2022
Q1 | $267K | Buy |
3,224
+398
| +14% | +$34.2K | ﹤0.01% | 1709 |
|
|
2021
Q4 | $291K | Buy |
2,826
+555
| +24% | +$60.2K | ﹤0.01% | 1640 |
|
|
2021
Q3 | $232K | Buy |
2,271
+16
| +0.7% | +$1.43K | ﹤0.01% | 1765 |
|
|
2021
Q2 | $215K | Sell |
2,255
-402
| -15% | -$39K | ﹤0.01% | 1767 |
|
|
2021
Q1 | $217K | Buy |
+2,657
| New | +$214K | ﹤0.01% | 2037 |
|
|
2017
Q3 | – | Sell |
-2,777
| Closed | -$60K | – | 2035 |
|
|
2017
Q2 | $60K | Buy |
2,777
+2,342
| +538% | +$59.3K | ﹤0.01% | 2368 |
|
|
2017
Q1 | $10K | Buy |
435
+375
| +625% | +$7.44K | ﹤0.01% | 3577 |
|
|
2016
Q4 | $1K | Sell |
60
-564
| -90% | -$8.48K | ﹤0.01% | 4395 |
|
|
2016
Q3 | $8K | Hold |
624
| – | – | ﹤0.01% | 3626 |
|
|
2016
Q2 | $7K | Hold |
624
| – | – | ﹤0.01% | 3444 |
|
|
2016
Q1 | $6K | Hold |
624
| – | – | ﹤0.01% | 3475 |
|
|
2015
Q4 | $7K | Sell |
624
-78
| -11% | -$883 | ﹤0.01% | 3484 |
|
|
2015
Q3 | $8K | Buy |
+702
| New | +$7.56K | ﹤0.01% | 3321 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$2K | – | 3207 |
|
|
2013
Q2 | $2K | Buy |
+200
| New | +$1.98K | ﹤0.01% | 2811 |
|
Other funds holding AZTA
PCM
FSCM
Creative Planning's AZTA Position: Q2 2026 in Review
Creative Planning reduced its Azenta (AZTA) stake by 5.4% in Q2 2026, selling an estimated $26.4K and leaving 20,777 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.
Creative Planning first reported a position in AZTA in Q2 2013 and has held it in 29 quarters since. The position peaked at $760K in Q4 2022. 250 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.
- Creative Planning held 20,777 shares of Azenta worth $530K as of Q2 2026.
- Creative Planning sold 1,177 Azenta shares in Q2 2026, an estimated $26.4K.
- Azenta made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3135 holding.
- Creative Planning first reported a position in Azenta in Q2 2013 and has held it in 29 quarters since.
- Creative Planning's Azenta position peaked at $760K in Q4 2022.
- 250 funds tracked by Wall St. Rank held Azenta as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.