EWA
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EverSource Wealth Advisors’s Azenta AZTA Stock Holding History

EverSource Wealth 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 		$6.41K Sell
251
-142
-36% -$3.18K ﹤0.01% 3157
2026
Q1 		$8.3K Sell
393
-119
-23% -$3.56K ﹤0.01% 3016
2025
Q4 		$17K Sell
512
-126
-20% -$4.12K ﹤0.01% 2487
2025
Q3 		$18.3K Sell
638
-6
-0.9% -$186 ﹤0.01% 2423
2025
Q2 		$19.8K Buy
644
+501
+350% +$14.1K ﹤0.01% 2295
2025
Q1 		$4.95K Buy
143
+35
+32% +$1.61K ﹤0.01% 2495
2024
Q4 		$5.4K Sell
108
-26
-19% -$1.18K ﹤0.01% 2309
2024
Q3 		$6.49K Buy
134
+2
+2% +$104 ﹤0.01% 2107
2024
Q2 		$8.22K Sell
132
-115
-47% -$6.15K ﹤0.01% 1965
2024
Q1 		$13K Buy
247
+149
+152% +$9.54K ﹤0.01% 1569
2023
Q4 		$6.38K Sell
98
-21
-18% -$1.14K ﹤0.01% 1759
2023
Q3 		$5.97K Buy
119
+9
+8% +$452 ﹤0.01% 1636
2023
Q2 		$5.13K Buy
110
+12
+12% +$525 ﹤0.01% 1726
2023
Q1 		$4.37K Sell
98
-387
-80% -$19.2K ﹤0.01% 1686
2022
Q4 		$28.2K Buy
485
+370
+322% +$18.9K ﹤0.01% 961
2022
Q3 		$5K Buy
115
+5
+5% +$299 ﹤0.01% 1344
2022
Q2 		$8K Hold
110
– – ﹤0.01% 1093
2022
Q1 		$9K Buy
+110
New +$9.44K ﹤0.01% 997

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's AZTA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Azenta (AZTA) stake by 36% in Q2 2026, selling an estimated $3.18K and leaving 251 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

EverSource Wealth Advisors first reported a position in AZTA in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.2K in Q4 2022. 248 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • EverSource Wealth Advisors held 251 shares of Azenta worth $6.41K as of Q2 2026.
  • EverSource Wealth Advisors sold 142 Azenta shares in Q2 2026, an estimated $3.18K.
  • Azenta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3157 holding.
  • EverSource Wealth Advisors first reported a position in Azenta in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Azenta position peaked at $28.2K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.