Capital Analysts LLC’s The AZEK Co AZEK Stock Holding History

Capital Analysts LLC’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	-88	Closed	-$5K	–	1431
2025 Q2	$5K	Hold	88	–	–	﹤0.01%	1238
2025 Q1	$4K	Hold	88	–	–	﹤0.01%	1240
2024 Q4	$4K	Hold	88	–	–	﹤0.01%	1164
2024 Q3	$4K	Buy	+88	New	+$3.77K	﹤0.01%	1142
2021 Q2	–	Sell	-50	Closed	-$2K	–	946
2021 Q1	$2K	Buy	+50	New	+$2.14K	﹤0.01%	954

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 Analysts LLC's AZEK Position: Q3 2025 in Review

Capital Analysts LLC sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 88 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in AZEK in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Capital Analysts LLC reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 88 The AZEK Co shares in Q3 2025, an estimated $5K.
Capital Analysts LLC first reported a position in The AZEK Co in Q1 2021 and held it in 5 quarters.
Capital Analysts LLC's The AZEK Co position peaked at $5K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.