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Green Alpha Advisors’s Azenta AZTA Stock Holding History

Green Alpha 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
Q3 		$321K Buy
9,187
+313
+4% +$9.64K 0.22% 96
2026
Q2 		$226K Buy
+8,874
New +$199K 0.15% 99
2026
Q1 		– Sell
-9,237
Closed -$307K – 108
2025
Q4 		$307K Buy
9,237
+1,152
+14% +$37.6K 0.28% 87
2025
Q3 		$232K Sell
8,085
-495
-6% -$15.3K 0.22% 85
2025
Q2 		$264K Sell
8,580
-594
-6% -$16.7K 0.25% 86
2025
Q1 		$318K Sell
9,174
-146
-2% -$6.72K 0.34% 81
2024
Q4 		$466K Sell
9,320
-883
-9% -$40.2K 0.37% 91
2024
Q3 		$494K Buy
10,203
+348
+4% +$18.1K 0.39% 88
2024
Q2 		$519K Sell
9,855
-574
-6% -$30.7K 0.42% 89
2024
Q1 		$629K Sell
10,429
-88
-0.8% -$5.63K 0.46% 85
2023
Q4 		$685K Sell
10,517
-2,417
-19% -$131K 0.49% 83
2023
Q3 		$649K Buy
12,934
+26
+0.2% +$1.31K 0.5% 74
2023
Q2 		$603K Buy
12,908
+942
+8% +$41.2K 0.4% 99
2023
Q1 		$534K Sell
11,966
-89
-0.7% -$4.41K 0.37% 98
2022
Q4 		$702K Sell
12,055
-6
-0% -$307 0.58% 72
2022
Q3 		$517K Buy
12,061
+84
+0.7% +$5.02K 0.44% 106
2022
Q2 		$864K Buy
11,977
+913
+8% +$68.2K 0.2% 85
2022
Q1 		$917K Buy
11,064
+458
+4% +$39.3K 0.62% 70
2021
Q4 		$1.09M Buy
10,606
+100
+1% +$10.8K 0.74% 60
2021
Q3 		$1.07M Buy
10,506
+761
+8% +$68.2K 0.74% 58
2021
Q2 		$928K Buy
9,745
+828
+9% +$80.3K 0.63% 76
2021
Q1 		$728K Buy
8,917
+2,283
+34% +$184K 0.72% 61
2020
Q4 		$450K Buy
+6,634
New +$414K 0.54% 68

Other funds holding AZTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Green Alpha Advisors's AZTA Position: Q3 2026 in Review

Green Alpha Advisors increased its Azenta (AZTA) stake by 3.5% in Q3 2026, buying an estimated $9.64K and bringing the position to 9,187 shares worth $321K. The position accounts for 0.22% of the portfolio, ranked #96.

Green Alpha Advisors first reported a position in AZTA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2021. 16 funds tracked by Wall St. Rank hold AZTA as of Q3 2026.

  • Green Alpha Advisors held 9,187 shares of Azenta worth $321K as of Q3 2026.
  • Green Alpha Advisors bought 313 Azenta shares in Q3 2026, an estimated $9.64K.
  • Azenta made up 0.22% of Green Alpha Advisors's portfolio in Q3 2026, its #96 holding.
  • Green Alpha Advisors first reported a position in Azenta in Q4 2020 and has held it in 23 quarters since.
  • Green Alpha Advisors's Azenta position peaked at $1.09M in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Azenta as of Q3 2026.

Based on Green Alpha Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.