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 Q2	$42.2K	Sell	1,655 -96	-5%	-$2.15K	﹤0.01%	3046
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 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

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

Steward Partners Investment Advisory's AZTA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Azenta (AZTA) stake by 5.5% in Q2 2026, selling an estimated $2.15K and leaving 1,655 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

Steward Partners Investment Advisory first reported a position in AZTA in Q1 2021 and has held it in 16 quarters since. The position peaked at $492K in Q1 2025. 249 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

Steward Partners Investment Advisory held 1,655 shares of Azenta worth $42.2K as of Q2 2026.
Steward Partners Investment Advisory sold 96 Azenta shares in Q2 2026, an estimated $2.15K.
Azenta made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3046 holding.
Steward Partners Investment Advisory first reported a position in Azenta in Q1 2021 and has held it in 16 quarters since.
Steward Partners Investment Advisory's Azenta position peaked at $492K in Q1 2025.
249 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.