Wealth Enhancement Advisory Services
AZTA icon

Wealth Enhancement Advisory Services’s Azenta AZTA Stock Holding History

Wealth Enhancement Advisory Services’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 		$206K Sell
16,649
-266
-2% -$5.96K ﹤0.01% 3558
2026
Q1 		$118K Buy
16,915
+11,954
+241% +$357K ﹤0.01% 3284
2025
Q4 		$197K Buy
4,961
+1,093
+28% +$35.7K ﹤0.01% 3278
2025
Q3 		$119K Buy
+3,868
New +$120K ﹤0.01% 3295

Other funds holding AZTA

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's AZTA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Azenta (AZTA) stake by 1.6% in Q2 2026, selling an estimated $5.96K and leaving 16,649 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #3558.

Wealth Enhancement Advisory Services first reported a position in AZTA in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,649 shares of Azenta worth $206K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 266 Azenta shares in Q2 2026, an estimated $5.96K.
  • Azenta made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3558 holding.
  • Wealth Enhancement Advisory Services first reported a position in Azenta in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.