AWA
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Arkadios Wealth Advisors’s AZZ Inc AZZ Stock Holding History

Arkadios Wealth 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 		$904K Buy
5,829
+2
+0% +$284 0.01% 847
2026
Q1 		$729K Sell
5,827
-6
-0.1% -$757 0.01% 936
2025
Q4 		$625K Sell
5,833
-334
-5% -$34.6K 0.01% 904
2025
Q3 		$673K Sell
6,167
-456
-7% -$50.6K 0.02% 815
2025
Q2 		$626K Buy
6,623
+4,115
+164% +$363K 0.02% 761
2025
Q1 		$210K Buy
+2,508
New +$224K 0.01% 1027

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

Arkadios Wealth Advisors's AZZ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its AZZ Inc (AZZ) stake by 0.03% in Q2 2026, buying an estimated $284 and bringing the position to 5,829 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #847.

Arkadios Wealth Advisors first reported a position in AZZ in Q1 2025 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Arkadios Wealth Advisors held 5,829 shares of AZZ Inc worth $904K as of Q2 2026.
  • Arkadios Wealth Advisors bought 2 AZZ Inc shares in Q2 2026, an estimated $284.
  • AZZ Inc made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #847 holding.
  • Arkadios Wealth Advisors first reported a position in AZZ Inc in Q1 2025 and has held it in 6 quarters since.
  • 361 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.