Brown Financial Advisors’s The AZEK Co AZEK Stock Holding History

Brown Financial 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	-27,352	Closed	-$1.49M	–	150
2025 Q2	$1.49M	Sell	27,352 -2,231	-8%	-$112K	0.58%	65
2025 Q1	$1.45M	Buy	29,583 +7,191	+32%	+$341K	0.6%	62
2024 Q4	$1.06M	Buy	+22,392	New	+$1.07M	0.43%	76
2024 Q3	–	Sell	-6,401	Closed	-$270K	–	130
2024 Q2	$270K	Buy	+6,401	New	+$296K	0.12%	133

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

Brown Financial Advisors's AZEK Position: Q3 2025 in Review

Brown Financial Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 27,352 shares — an estimated $1.49M sold.

Brown Financial Advisors first reported a position in AZEK in Q2 2024 and held it in 4 quarters. The position peaked at $1.49M in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Brown Financial Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Brown Financial Advisors sold 27,352 The AZEK Co shares in Q3 2025, an estimated $1.49M.
Brown Financial Advisors first reported a position in The AZEK Co in Q2 2024 and held it in 4 quarters.
Brown Financial Advisors's The AZEK Co position peaked at $1.49M in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.