Claro Advisors’s AZZ Inc AZZ Stock Holding History

Claro Advisors’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	$799K	Buy	5,153 +9	+0.2%	+$1.28K	0.08%	198
2026 Q1	$644K	Buy	5,144 +1,763	+52%	+$222K	0.08%	198
2025 Q4	$362K	Buy	3,381 +9	+0.3%	+$933	0.05%	287
2025 Q3	$368K	Buy	3,372 +3	+0.1%	+$333	0.05%	276
2025 Q2	$318K	Buy	3,369 +1	+0%	+$88	0.05%	281
2025 Q1	$282K	Buy	3,368 +17	+0.5%	+$1.52K	0.04%	398
2024 Q4	$275K	Sell	3,351 -24	-0.7%	-$2.03K	0.04%	378
2024 Q3	$279K	Buy	3,375 +77	+2%	+$6.09K	0.04%	403
2024 Q2	$255K	Buy	3,298 +236	+8%	+$18.4K	0.04%	356
2024 Q1	$237K	Buy	+3,062	New	+$207K	0.04%	368

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claro Advisors's AZZ Position: Q2 2026 in Review

Claro Advisors increased its AZZ Inc (AZZ) stake by 0.17% in Q2 2026, buying an estimated $1.28K and bringing the position to 5,153 shares worth $799K. The position accounts for 0.08% of the portfolio, ranked #198.

Claro Advisors first reported a position in AZZ in Q1 2024 and has held it in 10 quarters since. 361 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

Claro Advisors held 5,153 shares of AZZ Inc worth $799K as of Q2 2026.
Claro Advisors bought 9 AZZ Inc shares in Q2 2026, an estimated $1.28K.
AZZ Inc made up 0.08% of Claro Advisors's portfolio in Q2 2026, its #198 holding.
Claro Advisors first reported a position in AZZ Inc in Q1 2024 and has held it in 10 quarters since.
361 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.