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Legacy Wealth Asset Management’s Azenta AZTA Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$246K Buy
+7,065
New +$218K 0.05% 327
2022
Q2 		– Sell
-2,652
Closed -$220K – 324
2022
Q1 		$220K Buy
2,652
+6
+0.2% +$515 0.08% 284
2021
Q4 		$273K Sell
2,646
-74
-3% -$8.02K 0.09% 272
2021
Q3 		$278K Sell
2,720
-1,233
-31% -$111K 0.13% 248
2021
Q2 		$377K Buy
3,953
+583
+17% +$56.5K 0.17% 223
2021
Q1 		$275K Sell
3,370
-2,147
-39% -$173K 0.13% 252
2020
Q4 		$374K Buy
+5,517
New +$344K 0.19% 204

Other funds holding AZTA

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 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
GA
GoalVest Advisory New York $578M AUM 17.41% 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

Legacy Wealth Asset Management's AZTA Position: Q3 2026 in Review

Legacy Wealth Asset Management opened a new position in Azenta (AZTA) in Q3 2026: 7,065 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #327 among its holdings. This is a return to the name: Legacy Wealth Asset Management previously reported a position in AZTA as recently as Q1 2022.

Legacy Wealth Asset Management first reported a position in AZTA in Q4 2020 and has held it in 7 quarters since. The position peaked at $377K in Q2 2021. 12 funds tracked by Wall St. Rank hold AZTA as of Q3 2026.

  • Legacy Wealth Asset Management held 7,065 shares of Azenta worth $246K as of Q3 2026.
  • Azenta was a new Legacy Wealth Asset Management position in Q3 2026.
  • Azenta made up 0.05% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #327 holding.
  • Legacy Wealth Asset Management first reported a position in Azenta in Q4 2020 and has held it in 7 quarters since.
  • Legacy Wealth Asset Management's Azenta position peaked at $377K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held Azenta as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.