GA
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GoalVest Advisory’s Azenta AZTA Stock Holding History

GoalVest Advisory’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
Q3 		$1.36K Buy
+39
New +$1.2K ﹤0.01% 673

Other funds holding AZTA

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GoalVest Advisory's AZTA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Azenta (AZTA) in Q3 2026: 39 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings.

12 funds tracked by Wall St. Rank hold AZTA as of Q3 2026.

  • GoalVest Advisory held 39 shares of Azenta worth $1.36K as of Q3 2026.
  • Azenta was a new GoalVest Advisory position in Q3 2026.
  • Azenta made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #673 holding.
  • 12 funds tracked by Wall St. Rank held Azenta as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.