AssetMark Inc’s The AZEK Co AZEK Stock Holding History

AssetMark Inc’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	-362	Closed	-$19.7K	–	3190
2025 Q2	$19.7K	Buy	362 +72	+25%	+$3.61K	﹤0.01%	1810
2025 Q1	$14.2K	Sell	290 -23	-7%	-$1.09K	﹤0.01%	1775
2024 Q4	$14.9K	Sell	313 -8	-2%	-$382	﹤0.01%	1720
2024 Q3	$15K	Buy	321 +214	+200%	+$9.17K	﹤0.01%	1558
2024 Q2	$4.51K	Sell	107 -107	-50%	-$4.95K	﹤0.01%	1618
2024 Q1	$10.7K	Buy	+214	New	+$9.32K	﹤0.01%	1369

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

AssetMark Inc's AZEK Position: Q3 2025 in Review

AssetMark Inc sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 362 shares — an estimated $19.7K sold.

AssetMark Inc first reported a position in AZEK in Q1 2024 and held it in 6 quarters. The position peaked at $19.7K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

AssetMark Inc reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
AssetMark Inc sold 362 The AZEK Co shares in Q3 2025, an estimated $19.7K.
AssetMark Inc first reported a position in The AZEK Co in Q1 2024 and held it in 6 quarters.
AssetMark Inc's The AZEK Co position peaked at $19.7K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on AssetMark Inc's 13F filing for Q3 2025, filed 6 Nov 2025.