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Root Financial Partners’s Azenta AZTA Stock Holding History

Root Financial Partners’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
-23
Closed -$486 – 671
2026
Q1 		$486 Sell
23
-25
-52% -$747 ﹤0.01% 2874
2025
Q4 		$1.6K Buy
48
+21
+78% +$686 ﹤0.01% 2030
2025
Q3 		$775 Buy
+27
New +$837 ﹤0.01% 2094

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's AZTA Position: Q2 2026 in Review

Root Financial Partners sold out of Azenta (AZTA) in Q2 2026, closing a stake of 23 shares — an estimated $486 sold.

Root Financial Partners first reported a position in AZTA in Q3 2025 and held it in 3 quarters. The position peaked at $1.6K in Q4 2025. 249 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Root Financial Partners reported no remaining Azenta position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Azenta shares in Q2 2026, an estimated $486.
  • Root Financial Partners first reported a position in Azenta in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Azenta position peaked at $1.6K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.