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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
Q3 		$280 Hold
8
– – ﹤0.01% 1023
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

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's AZTA Position: Q3 2026 in Review

Gilpin Wealth Management held its Azenta (AZTA) position steady in Q3 2026 at 8 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Gilpin Wealth Management first reported a position in AZTA in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold AZTA as of Q3 2026.

  • Gilpin Wealth Management held 8 shares of Azenta worth $280 as of Q3 2026.
  • Gilpin Wealth Management left its Azenta share count unchanged in Q3 2026.
  • Azenta made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1023 holding.
  • Gilpin Wealth Management first reported a position in Azenta in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Azenta as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.