Bogart Wealth LLC’s AZZ Inc AZZ Stock Holding History

Bogart Wealth LLC’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	$31K	Hold	200	–	–	﹤0.01%	666
2026 Q1	$25K	Hold	200	–	–	﹤0.01%	658
2025 Q4	$21.4K	Hold	200	–	–	﹤0.01%	662
2025 Q3	$21.8K	Hold	200	–	–	﹤0.01%	638
2025 Q2	$18.9K	Hold	200	–	–	﹤0.01%	640
2025 Q1	$16.7K	Hold	200	–	–	﹤0.01%	630
2024 Q4	$16.4K	Hold	200	–	–	﹤0.01%	628
2024 Q3	$16.5K	Hold	200	–	–	﹤0.01%	585
2024 Q2	$15.4K	Hold	200	–	–	﹤0.01%	577
2024 Q1	$15.5K	Hold	200	–	–	﹤0.01%	562
2023 Q4	$11.6K	Hold	200	–	–	﹤0.01%	591
2023 Q3	$9.12K	Hold	200	–	–	﹤0.01%	609
2023 Q2	$8.69K	Hold	200	–	–	﹤0.01%	613
2023 Q1	$8.25K	Hold	200	–	–	﹤0.01%	631
2022 Q4	$8.04K	Hold	200	–	–	﹤0.01%	591
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	618
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	567
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	491
2021 Q4	$11K	Hold	200	–	–	﹤0.01%	464
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	445
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	445
2021 Q1	$10K	Buy	+200	New	+$10.1K	﹤0.01%	415

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's AZZ Position: Q2 2026 in Review

Bogart Wealth LLC held its AZZ Inc (AZZ) position steady in Q2 2026 at 200 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Bogart Wealth LLC first reported a position in AZZ in Q1 2021 and has held it in 22 quarters since. 361 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

Bogart Wealth LLC held 200 shares of AZZ Inc worth $31K as of Q2 2026.
Bogart Wealth LLC left its AZZ Inc share count unchanged in Q2 2026.
AZZ Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #666 holding.
Bogart Wealth LLC first reported a position in AZZ Inc in Q1 2021 and has held it in 22 quarters since.
361 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.