Politan Capital Management’s Azenta AZTA Stock Holding History

Politan Capital Management’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	$118M	Hold	4,622,450	–	–	46.26%	2
2026 Q1	$97.7M	Buy	4,622,450 +5,663	+0.1%	+$169K	9.92%	2
2025 Q4	$154M	Hold	4,616,787	–	–	18.27%	2
2025 Q3	$133M	Hold	4,616,787	–	–	12.05%	3
2025 Q2	$142M	Hold	4,616,787	–	–	10.21%	3
2025 Q1	$160M	Buy	4,616,787 +4,040	+0.1%	+$186K	10.87%	3
2024 Q4	$231M	Buy	4,612,747 +995	+0%	+$45.3K	14.95%	3
2024 Q3	$223M	Hold	4,611,752	–	–	12.61%	3
2024 Q2	$243M	Hold	4,611,752	–	–	14.79%	3
2024 Q1	$278M	Buy	4,611,752 +33,749	+0.7%	+$2.16M	14.46%	3
2023 Q4	$298M	Buy	4,578,003 +59,000	+1%	+$3.2M	17.03%	3
2023 Q3	$227M	Buy	4,519,003 +2,519,003	+126%	+$127M	15.37%	3
2023 Q2	$93.4M	Buy	+2,000,000	New	+$87.6M	5.53%	3

Other funds holding AZTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Politan Capital Management's AZTA Position: Q2 2026 in Review

Politan Capital Management held its Azenta (AZTA) position steady in Q2 2026 at 4,622,450 shares worth $118M. The position accounts for 46.26% of the portfolio, ranked #2.

Politan Capital Management first reported a position in AZTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $298M in Q4 2023. 248 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

Politan Capital Management held 4,622,450 shares of Azenta worth $118M as of Q2 2026.
Politan Capital Management left its Azenta share count unchanged in Q2 2026.
Azenta made up 46.26% of Politan Capital Management's portfolio in Q2 2026, its #2 holding.
Politan Capital Management first reported a position in Azenta in Q2 2023 and has held it in 13 quarters since.
Politan Capital Management's Azenta position peaked at $298M in Q4 2023.
248 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Politan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.