Carson Wealth (CWM LLC)
AZTA icon

Carson Wealth (CWM LLC)’s Azenta AZTA Stock Holding History

Carson Wealth (CWM LLC)’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 		$234K Buy
11,066
+9,244
+507% +$276K ﹤0.01% 2596
2025
Q4 		$61K Buy
1,822
+391
+27% +$12.8K ﹤0.01% 3443
2025
Q3 		$41K Sell
1,431
-467
-25% -$14.5K ﹤0.01% 3671
2025
Q2 		$58K Buy
1,898
+1,009
+113% +$28.4K ﹤0.01% 3150
2025
Q1 		$31K Sell
889
-1,028
-54% -$47.3K ﹤0.01% 3354
2024
Q4 		$96K Sell
1,917
-43,669
-96% -$1.99M ﹤0.01% 2303
2024
Q3 		$2.21M Sell
45,586
-6,901
-13% -$359K 0.01% 663
2024
Q2 		$2.76M Sell
52,487
-12,578
-19% -$672K 0.01% 558
2024
Q1 		$3.92M Sell
65,065
-19,473
-23% -$1.25M 0.02% 462
2023
Q4 		$5.51M Sell
84,538
-4,804
-5% -$261K 0.03% 381
2023
Q3 		$4.48M Sell
89,342
-3,466
-4% -$174K 0.03% 383
2023
Q2 		$4.33M Sell
92,808
-3,368
-4% -$147K 0.03% 368
2023
Q1 		$4.29M Buy
96,176
+94,686
+6,355% +$4.69M 0.03% 352
2022
Q4 		$87K Buy
1,490
+478
+47% +$24.5K ﹤0.01% 1436
2022
Q3 		$43K Buy
1,012
+306
+43% +$18.3K ﹤0.01% 1726
2022
Q2 		$51K Buy
706
+329
+87% +$24.6K ﹤0.01% 1618
2022
Q1 		$31K Buy
377
+314
+498% +$26.9K ﹤0.01% 1820
2021
Q4 		$6K Buy
+63
New +$6.83K ﹤0.01% 2606
2018
Q4 		– Sell
-2,000
Closed -$70K – 2091
2018
Q3 		$70K Buy
+2,000
New +$65.7K ﹤0.01% 680

Other funds holding AZTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
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

Carson Wealth (CWM LLC)'s AZTA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Azenta (AZTA) stake by 507% in Q1 2026, buying an estimated $276K and bringing the position to 11,066 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Carson Wealth (CWM LLC) first reported a position in AZTA in Q3 2018 and has held it in 19 quarters since. The position peaked at $5.51M in Q4 2023. 259 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,066 shares of Azenta worth $234K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,244 Azenta shares in Q1 2026, an estimated $276K.
  • Azenta made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2596 holding.
  • Carson Wealth (CWM LLC) first reported a position in Azenta in Q3 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Azenta position peaked at $5.51M in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.