Legacy Advisors’s Azenta AZTA Stock Holding History

Legacy 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 Q1	$454K	Buy	13,111 +2,649	+25%	+$122K	0.05%	275
2024 Q4	$523K	Buy	10,462 +5,289	+102%	+$241K	0.05%	246
2024 Q3	$251K	Sell	5,173 -301	-5%	-$15.7K	0.03%	327
2024 Q2	$288K	Buy	5,474 +68	+1%	+$3.63K	0.04%	263
2024 Q1	$326K	Buy	5,406 +403	+8%	+$25.8K	0.04%	245
2023 Q4	$326K	Buy	5,003 +37	+0.7%	+$2.01K	0.04%	230
2023 Q3	$249K	Sell	4,966 -1,340	-21%	-$67.4K	0.04%	252
2023 Q2	$294K	Buy	6,306 +202	+3%	+$8.84K	0.04%	224
2023 Q1	$272K	Buy	6,104 +433	+8%	+$21.4K	0.05%	210
2022 Q4	$330K	Buy	+5,671	New	+$290K	0.06%	181
2022 Q3	–	Sell	-2,918	Closed	-$210K	–	229
2022 Q2	$210K	Buy	+2,918	New	+$218K	0.04%	205

Other funds holding AZTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Politan Capital Management New York $255M AUM 62.37% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Legacy Advisors's AZTA Position: Q1 2025 in Review

Legacy Advisors increased its Azenta (AZTA) stake by 25% in Q1 2025, buying an estimated $122K and bringing the position to 13,111 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #275.

Legacy Advisors first reported a position in AZTA in Q2 2022 and has held it in 11 quarters since. The position peaked at $523K in Q4 2024. 294 funds tracked by Wall St. Rank hold AZTA as of Q1 2025.

Legacy Advisors held 13,111 shares of Azenta worth $454K as of Q1 2025.
Legacy Advisors bought 2,649 Azenta shares in Q1 2025, an estimated $122K.
Azenta made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #275 holding.
Legacy Advisors first reported a position in Azenta in Q2 2022 and has held it in 11 quarters since.
Legacy Advisors's Azenta position peaked at $523K in Q4 2024.
294 funds tracked by Wall St. Rank held Azenta as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.