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Whittier Trust’s Azenta AZTA Stock Holding History

Whittier Trust’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 		– Sell
-176
Closed -$3.98K – 1357
2026
Q1 		$3.98K Buy
+176
New +$5.26K ﹤0.01% 1230
2023
Q4 		– Sell
-1,549
Closed -$77.7K – 1524
2023
Q3 		$77.7K Hold
1,549
– – ﹤0.01% 828
2023
Q2 		$72.3K Hold
1,549
– – ﹤0.01% 853
2023
Q1 		$69.1K Buy
+1,549
New +$76.7K ﹤0.01% 904

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

Whittier Trust's AZTA Position: Q2 2026 in Review

Whittier Trust sold out of Azenta (AZTA) in Q2 2026, closing a stake of 176 shares — an estimated $3.98K sold.

Whittier Trust first reported a position in AZTA in Q1 2023 and held it in 4 quarters. The position peaked at $77.7K in Q3 2023. 248 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Whittier Trust reported no remaining Azenta position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 176 Azenta shares in Q2 2026, an estimated $3.98K.
  • Whittier Trust first reported a position in Azenta in Q1 2023 and held it in 4 quarters.
  • Whittier Trust's Azenta position peaked at $77.7K in Q3 2023.
  • 248 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.