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Phoenix Financial’s Azenta AZTA Stock Holding History

Phoenix Financial’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
Q1 		– Sell
-8,000
Closed -$272K – 491
2025
Q4 		$272K Hold
8,000
– – ﹤0.01% 401
2025
Q3 		$230K Buy
+8,000
New +$248K ﹤0.01% 425
2021
Q1 		– Sell
-4,051
Closed -$298K – 405
2020
Q4 		$298K Sell
4,051
-925
-19% -$57.7K 0.01% 300
2020
Q3 		$221K Sell
4,976
-3,667
-42% -$178K 0.01% 284
2020
Q2 		$350K Buy
8,643
+140
+2% +$5.36K 0.01% 255
2020
Q1 		$251K Buy
+8,503
New +$309K 0.01% 281

Other funds holding AZTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Phoenix Financial's AZTA Position: Q1 2026 in Review

Phoenix Financial sold out of Azenta (AZTA) in Q1 2026, closing a stake of 8,000 shares — an estimated $272K sold.

Phoenix Financial first reported a position in AZTA in Q1 2020 and held it in 6 quarters. The position peaked at $350K in Q2 2020. 258 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Phoenix Financial reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 8,000 Azenta shares in Q1 2026, an estimated $272K.
  • Phoenix Financial first reported a position in Azenta in Q1 2020 and held it in 6 quarters.
  • Phoenix Financial's Azenta position peaked at $350K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.