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Annis Gardner Whiting Capital Advisors’s AZZ Inc AZZ Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-163
Closed -$20.4K – 423
2026
Q1 		$20.4K Hold
163
– – ﹤0.01% 726
2025
Q4 		$17.5K Sell
163
-6
-4% -$622 ﹤0.01% 683
2025
Q3 		$18.4K Hold
169
– – ﹤0.01% 618
2025
Q2 		$16K Buy
169
+16
+10% +$1.41K 0.01% 604
2025
Q1 		$12.8K Hold
153
– – 0.01% 514
2024
Q4 		$12.5K Hold
153
– – ﹤0.01% 505
2024
Q3 		$12.6K Hold
153
– – ﹤0.01% 524
2024
Q2 		$11.8K Hold
153
– – ﹤0.01% 662
2024
Q1 		$11.8K Buy
+153
New +$10.3K ﹤0.01% 646

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

Annis Gardner Whiting Capital Advisors's AZZ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of AZZ Inc (AZZ) in Q2 2026, closing a stake of 163 shares — an estimated $20.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AZZ in Q1 2024 and held it in 9 quarters. The position peaked at $20.4K in Q1 2026. 361 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining AZZ Inc position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 163 AZZ Inc shares in Q2 2026, an estimated $20.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in AZZ Inc in Q1 2024 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's AZZ Inc position peaked at $20.4K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.