BWP
AZZ icon

Balboa Wealth Partners’s AZZ Inc AZZ Stock Holding History

Balboa Wealth Partners’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 		$341K Sell
2,202
-21
-0.9% -$2.99K 0.05% 311
2026
Q1 		$278K Buy
+2,223
New +$281K 0.05% 323

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

Balboa Wealth Partners's AZZ Position: Q2 2026 in Review

Balboa Wealth Partners reduced its AZZ Inc (AZZ) stake by 0.94% in Q2 2026, selling an estimated $2.99K and leaving 2,202 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #311.

Balboa Wealth Partners first reported a position in AZZ in Q1 2026 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Balboa Wealth Partners held 2,202 shares of AZZ Inc worth $341K as of Q2 2026.
  • Balboa Wealth Partners sold 21 AZZ Inc shares in Q2 2026, an estimated $2.99K.
  • AZZ Inc made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #311 holding.
  • Balboa Wealth Partners first reported a position in AZZ Inc in Q1 2026 and has held it in 2 quarters since.
  • 359 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

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