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Gibbs Wealth Management’s Azenta AZTA Stock Holding History

Gibbs Wealth Management’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 		$547K Buy
25,884
+15,367
+146% +$459K 0.07% 266
2025
Q4 		$399K Buy
+10,517
New +$344K 0.1% 232
2024
Q4 		– Sell
-7,840
Closed -$380K – 286
2024
Q3 		$380K Sell
7,840
-60
-0.8% -$3.12K 0.12% 188
2024
Q2 		$416K Buy
7,900
+2,633
+50% +$141K 0.17% 145
2024
Q1 		$317K Buy
+5,267
New +$337K 0.18% 133

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
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 $3.38T AUM 44.17% 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

Gibbs Wealth Management's AZTA Position: Q1 2026 in Review

Gibbs Wealth Management increased its Azenta (AZTA) stake by 146% in Q1 2026, buying an estimated $459K and bringing the position to 25,884 shares worth $547K. The position accounts for 0.07% of the portfolio, ranked #266.

Gibbs Wealth Management first reported a position in AZTA in Q1 2024 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold AZTA as of Q1 2026.

  • Gibbs Wealth Management held 25,884 shares of Azenta worth $547K as of Q1 2026.
  • Gibbs Wealth Management bought 15,367 Azenta shares in Q1 2026, an estimated $459K.
  • Azenta made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #266 holding.
  • Gibbs Wealth Management first reported a position in Azenta in Q1 2024 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held Azenta as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.