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Pinnacle Wealth Planning Services’s Azenta AZTA Stock Holding History

Pinnacle Wealth Planning Services’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 		$63.8K Buy
2,500
+1,651
+194% +$37K 0.01% 1119
2026
Q1 		$17.9K Sell
849
-568
-40% -$17K ﹤0.01% 1749
2025
Q4 		$47.1K Buy
+1,417
New +$46.3K ﹤0.01% 1233
2021
Q1 		– Sell
-1,487
Closed -$101K – 493
2020
Q4 		$101K Buy
+1,487
New +$92.7K 0.02% 463

Other funds holding AZTA

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's AZTA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Azenta (AZTA) stake by 194% in Q2 2026, buying an estimated $37K and bringing the position to 2,500 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #1119.

Pinnacle Wealth Planning Services first reported a position in AZTA in Q4 2020 and has held it in 4 quarters since. The position peaked at $101K in Q4 2020. 250 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,500 shares of Azenta worth $63.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,651 Azenta shares in Q2 2026, an estimated $37K.
  • Azenta made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1119 holding.
  • Pinnacle Wealth Planning Services first reported a position in Azenta in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Azenta position peaked at $101K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.