Avion Wealth’s The AZEK Co AZEK Stock Holding History

Avion Wealth’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	-22	Closed	-$1K	–	1201
2025 Q2	$1K	Sell	22 -5	-19%	-$251	﹤0.01%	911
2025 Q1	$1K	Hold	27	–	–	﹤0.01%	808
2024 Q4	$1K	Buy	27 +5	+23%	+$239	﹤0.01%	805
2024 Q3	$1K	Hold	22	–	–	﹤0.01%	760
2024 Q2	$0	Hold	22	–	–	﹤0.01%	910
2024 Q1	$2K	Hold	22	–	–	﹤0.01%	634
2023 Q4	$1K	Hold	22	–	–	﹤0.01%	691
2023 Q3	$0	Hold	22	–	–	﹤0.01%	810
2023 Q2	$0	Buy	+22	New	+$569	﹤0.01%	716

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

Avion Wealth's AZEK Position: Q3 2025 in Review

Avion Wealth sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 22 shares — an estimated $1K sold.

Avion Wealth first reported a position in AZEK in Q2 2023 and held it in 9 quarters. The position peaked at $2K in Q1 2024. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Avion Wealth reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 22 The AZEK Co shares in Q3 2025, an estimated $1K.
Avion Wealth first reported a position in The AZEK Co in Q2 2023 and held it in 9 quarters.
Avion Wealth's The AZEK Co position peaked at $2K in Q1 2024.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.