Physician Wealth Advisors’s Azenta AZTA Stock Holding History

Physician Wealth 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
2026 Q2	$690	Sell	27 -23	-46%	-$516	﹤0.01%	1971
2026 Q1	$1.06K	Sell	50 -202	-80%	-$6.04K	﹤0.01%	1653
2025 Q4	$8.38K	Hold	252	–	–	﹤0.01%	828
2025 Q3	$7.24K	Hold	252	–	–	﹤0.01%	832
2025 Q2	$7.76K	Hold	252	–	–	﹤0.01%	696
2025 Q1	$8.73K	Sell	252 -27	-10%	-$1.24K	﹤0.01%	633
2024 Q4	$13.9K	Buy	+279	New	+$12.7K	﹤0.01%	576

Other funds holding AZTA

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Physician Wealth Advisors's AZTA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Azenta (AZTA) stake by 46% in Q2 2026, selling an estimated $516 and leaving 27 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Physician Wealth Advisors first reported a position in AZTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9K in Q4 2024. 48 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

Physician Wealth Advisors held 27 shares of Azenta worth $690 as of Q2 2026.
Physician Wealth Advisors sold 23 Azenta shares in Q2 2026, an estimated $516.
Azenta made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1971 holding.
Physician Wealth Advisors first reported a position in Azenta in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Azenta position peaked at $13.9K in Q4 2024.
48 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.