AZTA BROOKS AUTOMATION INC NEW

Ownership history in HM PAYSON & CO  ·  21 quarters on record

AI Ownership Summary

HM PAYSON & CO reported BROOKS AUTOMATION INC NEW (AZTA) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows AZTA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AZTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HM PAYSON & CO's position in BROOKS AUTOMATION INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AZTA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HM PAYSON & CO held AZTA — position size vs. price
% of Fund (quarterly)    AZTA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 16,511 0% 0.01% $349K 2026-04-13 $23.33
2025 Q4 REDUCED 16,511 -846 -4.9% 0.01% $549K 2026-02-12 $28.12
2025 Q3 REDUCED 17,357 -1,560 -8.2% 0.01% $498K 2025-10-17 $30.97
2025 Q1 REDUCED 18,917 -950 -4.8% 0.01% $655K 2025-04-29 $26.61
2024 Q4 UNCHANGED 19,867 0% 0.02% $993K 2025-02-07 $52.32
2024 Q3 REDUCED 19,867 -10,400 -34.4% 0.02% $962K 2024-10-28 $41.91
2024 Q2 UNCHANGED 30,267 0% 0.03% $1.6M 2024-08-13 $54.31
2024 Q1 REDUCED 30,267 -3,129 -9.4% 0.03% $1.8M 2024-06-20 $56.73
2023 Q4 ADDED 33,396 +8,500 +34.1% 0.05% $2.2M 2024-02-13 $63.84
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HM PAYSON & CO and AZTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has HM PAYSON & CO reported owning AZTA?

HM PAYSON & CO reported AZTA across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AZTA position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for AZTA was 0.05% in 2023 Q4.

What is the latest reported AZTA position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 16,511 shares, equal to 0.01% of portfolio, with an estimated market value of $349K.

What does the chart on this AZTA ownership page compare?

The chart compares HM PAYSON & CO's quarterly AZTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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