AWM
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Abound Wealth Management’s AZZ Inc AZZ Stock Holding History

Abound Wealth Management’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
Q2 		$8.22K Hold
53
– – ﹤0.01% 510
2026
Q1 		$6.63K Hold
53
– – ﹤0.01% 661
2025
Q4 		$5.68K Sell
53
-30
-36% -$3.11K ﹤0.01% 637
2025
Q3 		$9.06K Buy
83
+81
+4,050% +$8.99K ﹤0.01% 513
2025
Q2 		$189 Hold
2
– – ﹤0.01% 1049
2025
Q1 		$168 Sell
2
-1
-33% -$89 ﹤0.01% 1052
2024
Q4 		$246 Hold
3
– – ﹤0.01% 969
2024
Q3 		$248 Buy
+3
New +$237 ﹤0.01% 1049

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's AZZ Position: Q2 2026 in Review

Abound Wealth Management held its AZZ Inc (AZZ) position steady in Q2 2026 at 53 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Abound Wealth Management first reported a position in AZZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.06K in Q3 2025. 363 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Abound Wealth Management held 53 shares of AZZ Inc worth $8.22K as of Q2 2026.
  • Abound Wealth Management left its AZZ Inc share count unchanged in Q2 2026.
  • AZZ Inc made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Abound Wealth Management first reported a position in AZZ Inc in Q3 2024 and has held it in 8 quarters since.
  • Abound Wealth Management's AZZ Inc position peaked at $9.06K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.