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

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

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. 249 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.
  • 249 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.