Allworth Financial’s The AZEK Co AZEK Stock Holding History

Allworth Financial’s Portfolio AZEK Stock Details AZEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-456	Closed	-$24.8K	–	4918
2025 Q2	$24.8K	Buy	456 +62	+16%	+$3.11K	﹤0.01%	2391
2025 Q1	$19.5K	Hold	394	–	–	﹤0.01%	2094
2024 Q4	$19.9K	Buy	394 +78	+25%	+$3.73K	﹤0.01%	2107
2024 Q3	$14.8K	Buy	316 +5	+2%	+$214	﹤0.01%	2092
2024 Q2	$13.7K	Buy	311 +135	+77%	+$6.25K	﹤0.01%	2088
2024 Q1	$8.84K	Buy	176 +73	+71%	+$3.18K	﹤0.01%	2163
2023 Q4	$3.94K	Sell	103 -11	-10%	-$343	﹤0.01%	2370
2023 Q3	$3.39K	Hold	114	–	–	﹤0.01%	2298
2023 Q2	$3.45K	Hold	114	–	–	﹤0.01%	2262
2023 Q1	$2.68K	Hold	114	–	–	﹤0.01%	2288
2022 Q4	$2.32K	Sell	114 -51	-31%	-$944	﹤0.01%	2188
2022 Q3	$3K	Buy	165 +65	+65%	+$1.24K	﹤0.01%	2008
2022 Q2	$2K	Buy	+100	New	+$2.05K	﹤0.01%	1983

Other funds holding AZEK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's AZEK Position: Q3 2025 in Review

Allworth Financial sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 456 shares — an estimated $24.8K sold.

Allworth Financial first reported a position in AZEK in Q2 2022 and held it in 13 quarters. The position peaked at $24.8K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Allworth Financial reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 456 The AZEK Co shares in Q3 2025, an estimated $24.8K.
Allworth Financial first reported a position in The AZEK Co in Q2 2022 and held it in 13 quarters.
Allworth Financial's The AZEK Co position peaked at $24.8K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.