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Retirement Wealth Solutions’s Azenta AZTA Stock Holding History

Retirement Wealth Solutions’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 		$485 Buy
19
+16
+533% +$359 ﹤0.01% 733
2026
Q1 		$64 Sell
3
-62
-95% -$1.85K ﹤0.01% 807
2025
Q4 		$2.16K Buy
65
+26
+67% +$850 ﹤0.01% 443
2025
Q3 		$1.12K Buy
+39
New +$1.21K ﹤0.01% 541

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

Retirement Wealth Solutions's AZTA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Azenta (AZTA) stake by 533% in Q2 2026, buying an estimated $359 and bringing the position to 19 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Retirement Wealth Solutions first reported a position in AZTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.16K in Q4 2025. 15 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Retirement Wealth Solutions held 19 shares of Azenta worth $485 as of Q2 2026.
  • Retirement Wealth Solutions bought 16 Azenta shares in Q2 2026, an estimated $359.
  • Azenta made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #733 holding.
  • Retirement Wealth Solutions first reported a position in Azenta in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Azenta position peaked at $2.16K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.