Wellington-Altus USA’s Azenta AZTA Stock Holding History

Wellington-Altus USA’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	–	Sell	-482	Closed	-$16K	–	698
2025 Q4	$16K	Buy	+482	New	+$15.8K	0.01%	529

Other funds holding AZTA

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Wellington-Altus USA's AZTA Position: Q1 2026 in Review

Wellington-Altus USA sold out of Azenta (AZTA) in Q1 2026, closing a stake of 482 shares — an estimated $16K sold.

Wellington-Altus USA first reported a position in AZTA in Q4 2025 and held it in 1 quarter. The position peaked at $16K in Q4 2025. 260 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

Wellington-Altus USA reported no remaining Azenta position as of Q1 2026 after selling out during the quarter.
Wellington-Altus USA sold 482 Azenta shares in Q1 2026, an estimated $16K.
Wellington-Altus USA first reported a position in Azenta in Q4 2025 and held it in 1 quarter.
Wellington-Altus USA's Azenta position peaked at $16K in Q4 2025.
260 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Wellington-Altus USA's 13F filing for Q1 2026, filed 17 Sep 2026.