JWA
AZTA icon

JFS Wealth Advisors’s Azenta AZTA Stock Holding History

JFS Wealth 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
2025
Q2 		– Sell
-27
Closed -$936 – 1878
2025
Q1 		$936 Buy
27
+11
+69% +$506 ﹤0.01% 1660
2024
Q4 		$800 Sell
16
-10
-38% -$455 ﹤0.01% 1711
2024
Q3 		$1.26K Buy
26
+7
+37% +$364 ﹤0.01% 1645
2024
Q2 		$1K Hold
19
– – ﹤0.01% 1667
2024
Q1 		$1.15K Hold
19
– – ﹤0.01% 1624
2023
Q4 		$1.24K Buy
19
+6
+46% +$326 ﹤0.01% 1584
2023
Q3 		$653 Buy
13
+2
+18% +$101 ﹤0.01% 1693
2023
Q2 		$514 Buy
11
+9
+450% +$394 ﹤0.01% 1751
2023
Q1 		$90 Buy
+2
New +$99 ﹤0.01% 1895
2022
Q3 		– Sell
-10
Closed -$1K – 1735
2022
Q2 		$1K Buy
+10
New +$747 ﹤0.01% 1464
2022
Q1 		– Sell
-15
Closed -$2K – 1817
2021
Q4 		$2K Buy
+15
New +$1.63K ﹤0.01% 1031

Other funds holding AZTA

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

JFS Wealth Advisors's AZTA Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Azenta (AZTA) in Q2 2025, closing a stake of 27 shares — an estimated $936 sold.

JFS Wealth Advisors first reported a position in AZTA in Q4 2021 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 277 funds tracked by Wall St. Rank hold AZTA as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Azenta position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 27 Azenta shares in Q2 2025, an estimated $936.
  • JFS Wealth Advisors first reported a position in Azenta in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's Azenta position peaked at $2K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Azenta as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.