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Private Wealth Management Group’s Azenta AZTA Stock Holding History

Private Wealth Management 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
Q1 		– Sell
-193
Closed -$6.42K – 1441
2025
Q4 		$6.42K Hold
193
– – ﹤0.01% 678
2025
Q3 		$5.54K Hold
193
– – ﹤0.01% 753
2025
Q2 		$5.94K Buy
+193
New +$5.43K ﹤0.01% 685
2025
Q1 		– Sell
-81
Closed -$4.05K – 1492
2024
Q4 		$4.05K Buy
81
+63
+350% +$2.87K ﹤0.01% 827
2024
Q3 		$872 Hold
18
– – ﹤0.01% 1319
2024
Q2 		$948 Sell
18
-16
-47% -$855 ﹤0.01% 1302
2024
Q1 		$2.05K Hold
34
– – ﹤0.01% 955
2023
Q4 		$2.21K Buy
+34
New +$1.84K ﹤0.01% 939

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Private Wealth Management Group's AZTA Position: Q1 2026 in Review

Private Wealth Management Group sold out of Azenta (AZTA) in Q1 2026, closing a stake of 193 shares — an estimated $6.42K sold.

Private Wealth Management Group first reported a position in AZTA in Q4 2023 and held it in 8 quarters. The position peaked at $6.42K in Q4 2025. 259 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Private Wealth Management Group reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 193 Azenta shares in Q1 2026, an estimated $6.42K.
  • Private Wealth Management Group first reported a position in Azenta in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Azenta position peaked at $6.42K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.