GeoWealth Management’s Azenta AZTA Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-1,156	Closed	-$35.6K	–	803
2025 Q2	$35.6K	Buy	+1,156	New	+$32.5K	﹤0.01%	992

Other funds holding AZTA

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's AZTA Position: Q3 2025 in Review

GeoWealth Management sold out of Azenta (AZTA) in Q3 2025, closing a stake of 1,156 shares — an estimated $35.6K sold.

GeoWealth Management first reported a position in AZTA in Q2 2025 and held it in 1 quarter. The position peaked at $35.6K in Q2 2025. 276 funds tracked by Wall St. Rank hold AZTA as of Q3 2025.

GeoWealth Management reported no remaining Azenta position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 1,156 Azenta shares in Q3 2025, an estimated $35.6K.
GeoWealth Management first reported a position in Azenta in Q2 2025 and held it in 1 quarter.
GeoWealth Management's Azenta position peaked at $35.6K in Q2 2025.
276 funds tracked by Wall St. Rank held Azenta as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.