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 Q2	$204K	Buy	+8,000	New	+$179K	﹤0.01%	505
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 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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

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

Phoenix Financial's AZTA Position: Q2 2026 in Review

Phoenix Financial opened a new position in Azenta (AZTA) in Q2 2026: 8,000 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in AZTA as recently as Q4 2025.

Phoenix Financial first reported a position in AZTA in Q1 2020 and has held it in 7 quarters since. The position peaked at $350K in Q2 2020. 249 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

Phoenix Financial held 8,000 shares of Azenta worth $204K as of Q2 2026.
Azenta was a new Phoenix Financial position in Q2 2026.
Azenta made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #505 holding.
Phoenix Financial first reported a position in Azenta in Q1 2020 and has held it in 7 quarters since.
Phoenix Financial's Azenta position peaked at $350K in Q2 2020.
249 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.