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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
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

Other funds holding AZTA

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PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Root Financial Partners's AZTA Position: Q1 2026 in Review

Root Financial Partners reduced its Azenta (AZTA) stake by 52% in Q1 2026, selling an estimated $747 and leaving 23 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Root Financial Partners first reported a position in AZTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.6K in Q4 2025. 258 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Root Financial Partners held 23 shares of Azenta worth $486 as of Q1 2026.
  • Root Financial Partners sold 25 Azenta shares in Q1 2026, an estimated $747.
  • Azenta made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2874 holding.
  • Root Financial Partners first reported a position in Azenta in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Azenta position peaked at $1.6K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.