Capital Advisors Ltd’s The AZEK Co AZEK Stock Holding History

Capital Advisors Ltd’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	-192	Closed	-$10K	–	1353
2025 Q2	$10K	Hold	192	–	–	﹤0.01%	781
2025 Q1	$9K	Hold	192	–	–	﹤0.01%	788
2024 Q4	$9K	Hold	192	–	–	﹤0.01%	799
2024 Q3	$9K	Hold	192	–	–	﹤0.01%	786
2024 Q2	$8K	Hold	192	–	–	﹤0.01%	792
2024 Q1	$10K	Hold	192	–	–	﹤0.01%	706
2023 Q4	$7K	Hold	192	–	–	﹤0.01%	745
2023 Q3	$6K	Hold	192	–	–	﹤0.01%	759
2023 Q2	$6K	Hold	192	–	–	﹤0.01%	777
2023 Q1	$5K	Hold	192	–	–	﹤0.01%	661
2022 Q4	$4K	Buy	+192	New	+$3.55K	﹤0.01%	693
2022 Q2	–	Sell	-24	Closed	-$1K	–	1003
2022 Q1	$1K	Buy	+24	New	+$755	﹤0.01%	675

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

Capital Advisors Ltd's AZEK Position: Q3 2025 in Review

Capital Advisors Ltd sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 192 shares — an estimated $10K sold.

Capital Advisors Ltd first reported a position in AZEK in Q1 2022 and held it in 12 quarters. The position peaked at $10K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Capital Advisors Ltd reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Capital Advisors Ltd sold 192 The AZEK Co shares in Q3 2025, an estimated $10K.
Capital Advisors Ltd first reported a position in The AZEK Co in Q1 2022 and held it in 12 quarters.
Capital Advisors Ltd's The AZEK Co position peaked at $10K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.