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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Azenta AZTA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-3,968
Closed -$132K – 517
2025
Q4 		$132K Hold
3,968
– – 0.04% 207
2025
Q3 		$114K Hold
3,968
– – 0.04% 202
2025
Q2 		$122K Buy
3,968
+624
+19% +$17.6K 0.04% 180
2025
Q1 		$116K Sell
3,344
-667
-17% -$30.7K 0.04% 183
2024
Q4 		$201K Hold
4,011
– – 0.08% 133
2024
Q3 		$194K Buy
4,011
+324
+9% +$16.9K 0.1% 97
2024
Q2 		$194K Buy
3,687
+1,266
+52% +$67.7K 0.11% 93
2024
Q1 		$146K Sell
2,421
-575
-19% -$36.8K 0.1% 113
2023
Q4 		$195K Sell
2,996
-88
-3% -$4.78K 0.12% 89
2023
Q3 		$155K Sell
3,084
-30
-1% -$1.51K 0.11% 100
2023
Q2 		$145K Buy
3,114
+480
+18% +$21K 0.11% 107
2023
Q1 		$118K Buy
2,634
+141
+6% +$6.98K 0.09% 109
2022
Q4 		$145K Buy
+2,493
New +$128K 0.12% 96

Other funds holding AZTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $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 $59.7B AUM 29.08% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AZTA Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Azenta (AZTA) in Q1 2026, closing a stake of 3,968 shares — an estimated $132K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AZTA in Q4 2022 and held it in 13 quarters. The position peaked at $201K in Q4 2024. 258 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,968 Azenta shares in Q1 2026, an estimated $132K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Azenta in Q4 2022 and held it in 13 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Azenta position peaked at $201K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.