SageView Advisory Group’s Azenta AZTA Stock Holding History

SageView Advisory 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	-817	Closed	-$27.2K	–	737
2025 Q4	$27.2K	Buy	+817	New	+$26.7K	﹤0.01%	1327

Other funds holding AZTA

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 Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SageView Advisory Group's AZTA Position: Q1 2026 in Review

SageView Advisory Group sold out of Azenta (AZTA) in Q1 2026, closing a stake of 817 shares — an estimated $27.2K sold.

SageView Advisory Group first reported a position in AZTA in Q4 2025 and held it in 1 quarter. The position peaked at $27.2K in Q4 2025. 260 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

SageView Advisory Group reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 817 Azenta shares in Q1 2026, an estimated $27.2K.
SageView Advisory Group first reported a position in Azenta in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Azenta position peaked at $27.2K in Q4 2025.
260 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.