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Evergreen Capital Management’s Azenta AZTA Stock Holding History

Evergreen Capital Management’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
-6,100
Closed -$203K – 1520
2025
Q4 		$203K Buy
+6,100
New +$199K ﹤0.01% 1308
2025
Q3 		– Sell
-6,788
Closed -$209K – 1324
2025
Q2 		$209K Buy
+6,788
New +$191K 0.01% 1011

Other funds holding AZTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Politan Capital Management New York $255M AUM 62.37% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Evergreen Capital Management's AZTA Position: Q1 2026 in Review

Evergreen Capital Management sold out of Azenta (AZTA) in Q1 2026, closing a stake of 6,100 shares — an estimated $203K sold.

Evergreen Capital Management first reported a position in AZTA in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q2 2025. 259 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Evergreen Capital Management reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 6,100 Azenta shares in Q1 2026, an estimated $203K.
  • Evergreen Capital Management first reported a position in Azenta in Q2 2025 and held it in 2 quarters.
  • Evergreen Capital Management's Azenta position peaked at $209K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.