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Wealthspire Advisors (New York)’s Azenta AZTA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-295
Closed -$8.47K – 1197
2025
Q3 		$8.47K Buy
+295
New +$9.14K ﹤0.01% 2100

Other funds holding AZTA

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PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealthspire Advisors (New York)'s AZTA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Azenta (AZTA) in Q4 2025, closing a stake of 295 shares — an estimated $8.47K sold.

Wealthspire Advisors (New York) first reported a position in AZTA in Q3 2025 and held it in 1 quarter. The position peaked at $8.47K in Q3 2025. 294 funds tracked by Wall St. Rank hold AZTA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Azenta position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 295 Azenta shares in Q4 2025, an estimated $8.47K.
  • Wealthspire Advisors (New York) first reported a position in Azenta in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Azenta position peaked at $8.47K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Azenta as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.