AssetMark Inc
AZZ icon

AssetMark Inc’s AZZ Inc AZZ Stock Holding History

AssetMark Inc’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
Q3 		$6.33M Buy
47,094
+6,679
+17% +$958K 0.01% 682
2026
Q2 		$6.27M Buy
40,415
+1,412
+4% +$201K 0.01% 676
2026
Q1 		$4.88M Buy
39,003
+38,544
+8,397% +$4.86M 0.01% 668
2025
Q4 		$49.2K Buy
459
+42
+10% +$4.35K ﹤0.01% 1727
2025
Q3 		$45.5K Buy
+417
New +$46.3K ﹤0.01% 1667
2023
Q1 		– Sell
-166
Closed -$6.67K – 1588
2022
Q4 		$6.67K Buy
166
+2
+1% +$79 ﹤0.01% 1329
2022
Q3 		$6K Buy
164
+12
+8% +$500 ﹤0.01% 1271
2022
Q2 		$6K Buy
152
+82
+117% +$3.68K ﹤0.01% 1270
2022
Q1 		$3K Sell
70
-4
-5% -$198 ﹤0.01% 1343
2021
Q4 		$4K Sell
74
-1
-1% -$54 ﹤0.01% 1257
2021
Q3 		$4K Hold
75
– – ﹤0.01% 1168
2021
Q2 		$4K Sell
75
-2
-3% -$105 ﹤0.01% 1099
2021
Q1 		$4K Buy
77
+4
+5% +$202 ﹤0.01% 1040
2020
Q4 		$3K Hold
73
– – ﹤0.01% 1101
2020
Q3 		$2K Buy
73
+3
+4% +$100 ﹤0.01% 1098
2020
Q2 		$2K Buy
70
+31
+79% +$948 ﹤0.01% 1070
2020
Q1 		$1K Buy
+39
New +$1.49K ﹤0.01% 1243
2018
Q1 		– Sell
-18
Closed -$1K – 1455
2017
Q4 		$1K Buy
+18
New +$852 ﹤0.01% 1557

Other funds holding AZZ

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

AssetMark Inc's AZZ Position: Q3 2026 in Review

AssetMark Inc increased its AZZ Inc (AZZ) stake by 17% in Q3 2026, buying an estimated $958K and bringing the position to 47,094 shares worth $6.33M. The position accounts for 0.01% of the portfolio, ranked #682.

AssetMark Inc first reported a position in AZZ in Q4 2017 and has held it in 18 quarters since. 90 funds tracked by Wall St. Rank hold AZZ as of Q3 2026.

  • AssetMark Inc held 47,094 shares of AZZ Inc worth $6.33M as of Q3 2026.
  • AssetMark Inc bought 6,679 AZZ Inc shares in Q3 2026, an estimated $958K.
  • AZZ Inc made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #682 holding.
  • AssetMark Inc first reported a position in AZZ Inc in Q4 2017 and has held it in 18 quarters since.
  • 90 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.