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Kestra Investment Management’s Azenta AZTA Stock Holding History

Kestra Investment 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
-149
Closed -$4.73K – 485
2025
Q2 		$4.73K Buy
149
+112
+303% +$3.15K ﹤0.01% 802
2025
Q1 		$1.28K Buy
+37
New +$1.7K ﹤0.01% 797

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Investment Management's AZTA Position: Q3 2025 in Review

Kestra Investment Management sold out of Azenta (AZTA) in Q3 2025, closing a stake of 149 shares — an estimated $4.73K sold.

Kestra Investment Management first reported a position in AZTA in Q1 2025 and held it in 2 quarters. The position peaked at $4.73K in Q2 2025. 276 funds tracked by Wall St. Rank hold AZTA as of Q3 2025.

  • Kestra Investment Management reported no remaining Azenta position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 149 Azenta shares in Q3 2025, an estimated $4.73K.
  • Kestra Investment Management first reported a position in Azenta in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Azenta position peaked at $4.73K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Azenta as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.