Rothschild Investment LLC’s Azenta AZTA Stock Holding History

Rothschild Investment LLC’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	$6.41K	Sell	251 -443	-64%	-$9.93K	﹤0.01%	2139
2026 Q1	$14.7K	Buy	694 +631	+1,002%	+$18.9K	﹤0.01%	1541
2025 Q4	$2.1K	Sell	63 -9	-13%	-$294	﹤0.01%	2343
2025 Q3	$2.07K	Sell	72 -33	-31%	-$1.02K	﹤0.01%	2210
2025 Q2	$3.23K	Buy	105 +100	+2,000%	+$2.81K	﹤0.01%	1742
2025 Q1	$173	Sell	5 -5	-50%	-$230	﹤0.01%	2882
2024 Q4	$500	Buy	+10	New	+$455	﹤0.01%	2533
2021 Q3	–	Sell	-5,928	Closed	-$565K	–	487
2021 Q2	$565K	Sell	5,928 -261	-4%	-$25.3K	0.04%	303
2021 Q1	$505K	Buy	6,189 +607	+11%	+$49K	0.04%	305
2020 Q4	$379K	Sell	5,582 -447	-7%	-$27.9K	0.04%	327
2020 Q3	$279K	Sell	6,029 -2,328	-28%	-$113K	0.03%	345
2020 Q2	$370K	Sell	8,357 -1,864	-18%	-$71.3K	0.04%	287
2020 Q1	$312K	Sell	10,221 -915	-8%	-$33.3K	0.04%	307
2019 Q4	$467K	Buy	+11,136	New	+$468K	0.05%	299

Other funds holding AZTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's AZTA Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Azenta (AZTA) stake by 64% in Q2 2026, selling an estimated $9.93K and leaving 251 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Rothschild Investment LLC first reported a position in AZTA in Q4 2019 and has held it in 14 quarters since. The position peaked at $565K in Q2 2021. 81 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

Rothschild Investment LLC held 251 shares of Azenta worth $6.41K as of Q2 2026.
Rothschild Investment LLC sold 443 Azenta shares in Q2 2026, an estimated $9.93K.
Azenta made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2139 holding.
Rothschild Investment LLC first reported a position in Azenta in Q4 2019 and has held it in 14 quarters since.
Rothschild Investment LLC's Azenta position peaked at $565K in Q2 2021.
81 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.