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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AZTA holding history

Azenta, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZTA overviewAll 13F holders of AZTAFull Q2 2026 holdings

Shares (Q2 2026)
20,777
Value
$530.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of AZTA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,777$530.2K<0.1%−1,177−5.4%ReducedHolders
Q1 202621,954$463.9K<0.1%+13,249+152.2%AddedHolders
Q4 20258,705$289.5K<0.1%−1,809−17.2%ReducedHolders
Q3 202510,514$302.0K<0.1%+1,733+19.7%AddedHolders
Q2 20258,781$270.3K<0.1%+8,781NewHolders
Q1 20250$00.0%−4,579−100.0%Sold outHolders
Q4 20244,579$228.9K<0.1%+4,579NewHolders
Q3 20240$00.0%−4,185−100.0%Sold outHolders
Q2 20244,185$220.2K<0.1%−134−3.1%ReducedHolders
Q1 20244,319$260.3K<0.1%+476+12.4%AddedHolders
Q4 20233,843$250.3K<0.1%+3,443+860.8%AddedHolders
Q3 2023400$20.1K<0.1%−12,164−96.8%ReducedHolders
Q2 202312,564$586.5K<0.1%−957−7.1%ReducedHolders
Q1 202313,521$603.3K<0.1%+470+3.6%AddedHolders
Q4 202213,051$759.8K<0.1%+79+0.6%AddedHolders
Q3 202212,972$556.0K<0.1%+5,377+70.8%AddedHolders
Q2 20227,595$547.0K<0.1%+4,371+135.6%AddedHolders
Q1 20223,224$267.0K<0.1%+398+14.1%AddedHolders
Q4 20212,826$291.0K<0.1%+555+24.4%AddedHolders
Q3 20212,271$232.0K<0.1%+16+0.7%AddedHolders
Q2 20212,255$215.0K<0.1%−402−15.1%ReducedHolders
Q1 20212,657$217.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.