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STA
Summit Trail Advisors’s
Azenta
AZTA
Stock Holding History
Summit Trail Advisors’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
$969K
Sell
45,859
-17,492
-28%
-$523K
0.01%
946
2025
Q4
$2.11M
Buy
63,351
+4,454
+8%
+$146K
0.04%
377
2025
Q3
$1.69M
Sell
58,897
-765
-1%
-$23.7K
0.02%
534
2025
Q2
$1.84M
Buy
+59,662
New
+$1.68M
0.03%
290
2024
Q4
–
Sell
-4,253
Closed
-$206K
–
433
2024
Q3
$206K
Buy
+4,253
New
+$221K
0.01%
669
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1-Year Est. Return
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$1.86B AUM
20.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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