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Gilpin Wealth Management’s Azenta AZTA Stock Holding History

Gilpin 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
Q2 		$205 Sell
8
-3
-27% -$67 ﹤0.01% 912
2026
Q1 		$233 Buy
11
+7
+175% +$209 ﹤0.01% 825
2025
Q4 		$134 Buy
+4
New +$131 ﹤0.01% 761

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

Gilpin Wealth Management's AZTA Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Azenta (AZTA) stake by 27% in Q2 2026, selling an estimated $67 and leaving 8 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Gilpin Wealth Management first reported a position in AZTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $233 in Q1 2026. 248 funds tracked by Wall St. Rank hold AZTA as of Q2 2026.

  • Gilpin Wealth Management held 8 shares of Azenta worth $205 as of Q2 2026.
  • Gilpin Wealth Management sold 3 Azenta shares in Q2 2026, an estimated $67.
  • Azenta made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #912 holding.
  • Gilpin Wealth Management first reported a position in Azenta in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Azenta position peaked at $233 in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Azenta as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.