Bartlett & Co Wealth Management’s The AZEK Co AZEK Stock Holding History

Bartlett & Co Wealth Management’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	-320	Closed	-$17.4K	–	1208
2025 Q2	$17.4K	Hold	320	–	–	﹤0.01%	836
2025 Q1	$15.6K	Hold	320	–	–	﹤0.01%	854
2024 Q4	$15.2K	Hold	320	–	–	﹤0.01%	851
2024 Q3	$15K	Buy	320 +150	+88%	+$6.43K	﹤0.01%	860
2024 Q2	$7.16K	Hold	170	–	–	﹤0.01%	953
2024 Q1	$8.54K	Hold	170	–	–	﹤0.01%	926
2023 Q4	$6.57K	Hold	170	–	–	﹤0.01%	1050
2023 Q3	$5.06K	Hold	170	–	–	﹤0.01%	992
2023 Q2	$5.15K	Hold	170	–	–	﹤0.01%	985
2023 Q1	$4K	Hold	170	–	–	﹤0.01%	924
2022 Q4	$3.45K	Hold	170	–	–	﹤0.01%	964
2022 Q3	$2.83K	Hold	170	–	–	﹤0.01%	1007
2022 Q2	$2.85K	Buy	+170	New	+$3.49K	﹤0.01%	1131

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

Bartlett & Co Wealth Management's AZEK Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 320 shares — an estimated $17.4K sold.

Bartlett & Co Wealth Management first reported a position in AZEK in Q2 2022 and held it in 13 quarters. The position peaked at $17.4K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 320 The AZEK Co shares in Q3 2025, an estimated $17.4K.
Bartlett & Co Wealth Management first reported a position in The AZEK Co in Q2 2022 and held it in 13 quarters.
Bartlett & Co Wealth Management's The AZEK Co position peaked at $17.4K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.