Sound Income Strategies’s Azenta AZTA Stock Holding History

Sound Income Strategies’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	-263	Closed	-$10.5K	–	2601
2025 Q4	$10.5K	Buy	+263	New	+$8.6K	﹤0.01%	1436

Other funds holding AZTA

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Sound Income Strategies's AZTA Position: Q1 2026 in Review

Sound Income Strategies sold out of Azenta (AZTA) in Q1 2026, closing a stake of 263 shares — an estimated $10.5K sold.

Sound Income Strategies first reported a position in AZTA in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 258 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

Sound Income Strategies reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 263 Azenta shares in Q1 2026, an estimated $10.5K.
Sound Income Strategies first reported a position in Azenta in Q4 2025 and held it in 1 quarter.
Sound Income Strategies's Azenta position peaked at $10.5K in Q4 2025.
258 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.