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Summit Securities Group’s Azenta AZTA Stock Holding History

Summit Securities 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
Q2 		$12.8K Buy
+500
New +$11.2K ﹤0.01% 804
2024
Q3 		– Sell
-381
Closed -$20K – 577
2024
Q2 		$20K Buy
+381
New +$20.4K ﹤0.01% 380

Other funds holding AZTA

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Securities Group's AZTA Position: Q2 2026 in Review

Summit Securities Group opened a new position in Azenta (AZTA) in Q2 2026: 500 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AZTA as recently as Q2 2024.

Summit Securities Group first reported a position in AZTA in Q2 2024 and has held it in 2 quarters since. The position peaked at $20K in Q2 2024. 250 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Summit Securities Group held 500 shares of Azenta worth $12.8K as of Q2 2026.
  • Azenta was a new Summit Securities Group position in Q2 2026.
  • Azenta made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #804 holding.
  • Summit Securities Group first reported a position in Azenta in Q2 2024 and has held it in 2 quarters since.
  • Summit Securities Group's Azenta position peaked at $20K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.