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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
Q2 		$17.1K Buy
+110
New +$15.6K ﹤0.01% 731
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's AZZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in AZZ Inc (AZZ) in Q2 2026: 110 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AZZ as recently as Q4 2025.

Cape Investment Advisory first reported a position in AZZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $43.8K in Q1 2024. 362 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Cape Investment Advisory held 110 shares of AZZ Inc worth $17.1K as of Q2 2026.
  • AZZ Inc was a new Cape Investment Advisory position in Q2 2026.
  • AZZ Inc made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #731 holding.
  • Cape Investment Advisory first reported a position in AZZ Inc in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's AZZ Inc position peaked at $43.8K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.