Bogart Wealth LLC’s The AZEK Co AZEK Stock Holding History

Bogart Wealth LLC’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	-40	Closed	-$2.17K	–	1539
2025 Q2	$2.17K	Hold	40	–	–	﹤0.01%	1090
2025 Q1	$1.96K	Buy	+40	New	+$1.89K	﹤0.01%	1070

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

Bogart Wealth LLC's AZEK Position: Q3 2025 in Review

Bogart Wealth LLC sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 40 shares — an estimated $2.17K sold.

Bogart Wealth LLC first reported a position in AZEK in Q1 2025 and held it in 2 quarters. The position peaked at $2.17K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Bogart Wealth LLC reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 40 The AZEK Co shares in Q3 2025, an estimated $2.17K.
Bogart Wealth LLC first reported a position in The AZEK Co in Q1 2025 and held it in 2 quarters.
Bogart Wealth LLC's The AZEK Co position peaked at $2.17K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.