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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
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 $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pinnacle Wealth Planning Services's AZTA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Azenta (AZTA) stake by 40% in Q1 2026, selling an estimated $17K and leaving 849 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Pinnacle Wealth Planning Services first reported a position in AZTA in Q4 2020 and has held it in 3 quarters since. The position peaked at $101K in Q4 2020. 258 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 849 shares of Azenta worth $17.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 568 Azenta shares in Q1 2026, an estimated $17K.
  • Azenta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1749 holding.
  • Pinnacle Wealth Planning Services first reported a position in Azenta in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Azenta position peaked at $101K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.