Rothwell Investment Advisors, LLC’s AZZ Inc AZZ Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio AZZ Stock Details AZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.9K	Buy	+170	New	+$24.4K	0.01%	591

Other funds holding AZZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Rothwell Investment Advisors, LLC's AZZ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in AZZ Inc (AZZ) in Q3 2026: 170 shares worth $22.9K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings.

155 funds tracked by Wall St. Rank hold AZZ as of Q3 2026.

Rothwell Investment Advisors, LLC held 170 shares of AZZ Inc worth $22.9K as of Q3 2026.
AZZ Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
AZZ Inc made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #591 holding.
155 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.