Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Azenta AZTA Stock Holding History

Envestnet Portfolio Solutions’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
-5,812
Closed -$201K – 1525
2025
Q1 		$201K Sell
5,812
-189
-3% -$8.7K ﹤0.01% 1504
2024
Q4 		$300K Sell
6,001
-1,874
-24% -$85.3K ﹤0.01% 1508
2024
Q3 		$381K Sell
7,875
-5,681
-42% -$295K ﹤0.01% 1333
2024
Q2 		$713K Buy
13,556
+68
+0.5% +$3.63K ﹤0.01% 983
2024
Q1 		$813K Buy
13,488
+229
+2% +$14.7K ﹤0.01% 920
2023
Q4 		$864K Buy
13,259
+1,267
+11% +$68.7K ﹤0.01% 833
2023
Q3 		$602K Buy
+11,992
New +$603K ﹤0.01% 908

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Envestnet Portfolio Solutions's AZTA Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Azenta (AZTA) in Q2 2025, closing a stake of 5,812 shares — an estimated $201K sold.

Envestnet Portfolio Solutions first reported a position in AZTA in Q3 2023 and held it in 7 quarters. The position peaked at $864K in Q4 2023. 277 funds tracked by Wall St. Rank hold AZTA as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Azenta position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,812 Azenta shares in Q2 2025, an estimated $201K.
  • Envestnet Portfolio Solutions first reported a position in Azenta in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Azenta position peaked at $864K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Azenta as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.