Cape Investment Advisory’s AZZ Inc AZZ Stock Holding History

Cape Investment Advisory’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 Q1	–	Sell	-110	Closed	-$11.8K	–	298
2025 Q4	$11.8K	Buy	+110	New	+$11.4K	﹤0.01%	718
2025 Q3	–	Sell	-209	Closed	-$19.8K	–	882
2025 Q2	$19.8K	Hold	209	–	–	0.01%	509
2025 Q1	$17.4K	Buy	209 +1	+0.5%	+$89	0.01%	505
2024 Q4	$17.1K	Hold	208	–	–	0.01%	500
2024 Q3	$17.2K	Sell	208 -14	-6%	-$1.11K	0.01%	482
2024 Q2	$17.1K	Sell	222 -345	-61%	-$27K	0.01%	443
2024 Q1	$43.8K	Buy	567 +2	+0.4%	+$135	0.02%	327
2023 Q4	$32.8K	Sell	565 -8	-1%	-$394	0.02%	434
2023 Q3	$26.1K	Sell	573 -17	-3%	-$778	0.01%	400
2023 Q2	$25.7K	Buy	590 +106	+22%	+$4.07K	0.01%	401
2023 Q1	$19.9K	Buy	+484	New	+$19.8K	0.01%	424

Other funds holding AZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cape Investment Advisory's AZZ Position: Q1 2026 in Review

Cape Investment Advisory sold out of AZZ Inc (AZZ) in Q1 2026, closing a stake of 110 shares — an estimated $11.8K sold.

Cape Investment Advisory first reported a position in AZZ in Q1 2023 and held it in 11 quarters. The position peaked at $43.8K in Q1 2024. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

Cape Investment Advisory reported no remaining AZZ Inc position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 110 AZZ Inc shares in Q1 2026, an estimated $11.8K.
Cape Investment Advisory first reported a position in AZZ Inc in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's AZZ Inc position peaked at $43.8K in Q1 2024.
336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.