Bell Investment Advisors’s The AZEK Co AZEK Stock Holding History

Bell Investment Advisors’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	-23	Closed	-$1.25K	–	1886
2025 Q2	$1.25K	Hold	23	–	–	﹤0.01%	1519
2025 Q1	$1.13K	Hold	23	–	–	﹤0.01%	1514
2024 Q4	$1.09K	Hold	23	–	–	﹤0.01%	1555
2024 Q3	$1.08K	Hold	23	–	–	﹤0.01%	1568
2024 Q2	$969	Hold	23	–	–	﹤0.01%	1618
2024 Q1	$1.16K	Hold	23	–	–	﹤0.01%	1560
2023 Q4	$880	Hold	23	–	–	﹤0.01%	1625
2023 Q3	$685	Sell	23 -32	-58%	-$1.01K	﹤0.01%	1674
2023 Q2	$1.67K	Hold	55	–	–	﹤0.01%	1387
2023 Q1	$1.29K	Buy	55 +23	+72%	+$544	﹤0.01%	1461
2022 Q4	$650	Sell	32 -3	-9%	-$56	﹤0.01%	1702
2022 Q3	$1K	Buy	35 +9	+35%	+$171	﹤0.01%	1315
2022 Q2	$0	Buy	+26	New	+$534	﹤0.01%	1724
2021 Q4	–	Sell	-15	Closed	-$1K	–	1773
2021 Q3	$1K	Buy	+15	New	+$584	﹤0.01%	1271

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

Bell Investment Advisors's AZEK Position: Q3 2025 in Review

Bell Investment Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 23 shares — an estimated $1.25K sold.

Bell Investment Advisors first reported a position in AZEK in Q3 2021 and held it in 14 quarters. The position peaked at $1.67K in Q2 2023. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Bell Investment Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 23 The AZEK Co shares in Q3 2025, an estimated $1.25K.
Bell Investment Advisors first reported a position in The AZEK Co in Q3 2021 and held it in 14 quarters.
Bell Investment Advisors's The AZEK Co position peaked at $1.67K in Q2 2023.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.