PWG
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Portside Wealth Group’s Azenta AZTA Stock Holding History

Portside Wealth Group’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 		– Sell
-11,300
Closed -$239K – 518
2026
Q1 		$239K Buy
11,300
+2,957
+35% +$88.3K 0.03% 414
2025
Q4 		$277K Buy
+8,343
New +$273K 0.04% 386
2024
Q4 		– Sell
-5,029
Closed -$244K – 422
2024
Q3 		$244K Sell
5,029
-942
-16% -$49K 0.04% 341
2024
Q2 		$314K Sell
5,971
-127
-2% -$6.79K 0.06% 270
2024
Q1 		$368K Buy
6,098
+898
+17% +$57.5K 0.07% 249
2023
Q4 		$339K Sell
5,200
-443
-8% -$24K 0.06% 247
2023
Q3 		$283K Sell
5,643
-312
-5% -$15.7K 0.05% 257
2023
Q2 		$278K Buy
+5,955
New +$261K 0.05% 269

Other funds holding AZTA

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Portside Wealth Group's AZTA Position: Q2 2026 in Review

Portside Wealth Group sold out of Azenta (AZTA) in Q2 2026, closing a stake of 11,300 shares — an estimated $239K sold.

Portside Wealth Group first reported a position in AZTA in Q2 2023 and held it in 8 quarters. The position peaked at $368K in Q1 2024. 15 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Portside Wealth Group reported no remaining Azenta position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 11,300 Azenta shares in Q2 2026, an estimated $239K.
  • Portside Wealth Group first reported a position in Azenta in Q2 2023 and held it in 8 quarters.
  • Portside Wealth Group's Azenta position peaked at $368K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.