BPI
AZTA icon

BFC Planning, Inc.’s Azenta AZTA Stock Holding History

BFC Planning, 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
Q2 		$1.36K Sell
53
-34
-39% -$762 ﹤0.01% 3081
2026
Q1 		$1.84K Hold
87
– – ﹤0.01% 2612
2025
Q4 		$2.9K Hold
87
– – ﹤0.01% 2524
2025
Q3 		$2.5K Hold
87
– – ﹤0.01% 2419
2025
Q2 		$2.68K Hold
87
– – ﹤0.01% 2242
2025
Q1 		$3.02K Buy
87
+34
+64% +$1.56K ﹤0.01% 2195
2024
Q4 		$2.66K Buy
+53
New +$2.41K ﹤0.01% 2211

Other funds holding AZTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Politan Capital Management
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 $3.38T AUM 44.17% 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
Front Street Capital Management
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s AZTA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Azenta (AZTA) stake by 39% in Q2 2026, selling an estimated $762 and leaving 53 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

BFC Planning, Inc. first reported a position in AZTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02K in Q1 2025. 252 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • BFC Planning, Inc. held 53 shares of Azenta worth $1.36K as of Q2 2026.
  • BFC Planning, Inc. sold 34 Azenta shares in Q2 2026, an estimated $762.
  • Azenta made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3081 holding.
  • BFC Planning, Inc. first reported a position in Azenta in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Azenta position peaked at $3.02K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.