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Steward Partners Investment Advisory’s Azenta AZTA Stock Holding History

Steward Partners Investment Advisory’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 		$37K Sell
1,751
-2,147
-55% -$64.1K ﹤0.01% 2936
2025
Q4 		$130K Hold
3,898
– – ﹤0.01% 2146
2025
Q3 		$112K Hold
3,898
– – ﹤0.01% 2165
2025
Q2 		$120K Sell
3,898
-10,297
-73% -$290K ﹤0.01% 2006
2025
Q1 		$492K Buy
14,195
+14,107
+16,031% +$649K ﹤0.01% 1224
2024
Q4 		$4.4K Hold
88
– – ﹤0.01% 3402
2024
Q3 		$4.26K Hold
88
– – ﹤0.01% 3237
2024
Q2 		$4.63K Sell
88
-237
-73% -$12.7K ﹤0.01% 3069
2024
Q1 		$19.6K Buy
325
+321
+8,025% +$20.6K ﹤0.01% 2537
2023
Q4 		$261 Buy
+4
New +$217 ﹤0.01% 3394
2022
Q4 		– Sell
-83
Closed -$4K – 3366
2022
Q3 		$4K Hold
83
– – ﹤0.01% 2822
2022
Q2 		$6K Sell
83
-506
-86% -$37.8K ﹤0.01% 2673
2022
Q1 		$49K Buy
+589
New +$50.5K ﹤0.01% 1922
2021
Q4 		– Sell
-28
Closed -$3K – 3183
2021
Q3 		$3K Buy
+28
New +$2.51K ﹤0.01% 2909
2021
Q2 		– Sell
-155
Closed -$12.7K – 7101
2021
Q1 		$12.7K Buy
+155
New +$12.5K ﹤0.01% 2680

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Steward Partners Investment Advisory's AZTA Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Azenta (AZTA) stake by 55% in Q1 2026, selling an estimated $64.1K and leaving 1,751 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Steward Partners Investment Advisory first reported a position in AZTA in Q1 2021 and has held it in 15 quarters since. The position peaked at $492K in Q1 2025. 258 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Steward Partners Investment Advisory held 1,751 shares of Azenta worth $37K as of Q1 2026.
  • Steward Partners Investment Advisory sold 2,147 Azenta shares in Q1 2026, an estimated $64.1K.
  • Azenta made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2936 holding.
  • Steward Partners Investment Advisory first reported a position in Azenta in Q1 2021 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Azenta position peaked at $492K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.