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Clearstead Advisors’s AZZ Inc AZZ Stock Holding History

Clearstead 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 		$4.03K Buy
+26
New +$3.7K ﹤0.01% 2256
2026
Q1 		– Sell
-361
Closed -$38.7K – 2309
2025
Q4 		$38.7K Buy
361
+234
+184% +$24.3K ﹤0.01% 1501
2025
Q3 		$13.9K Buy
127
+4
+3% +$444 ﹤0.01% 1809
2025
Q2 		$11.6K Buy
+123
New +$10.9K ﹤0.01% 1835

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 $3.37T AUM 44.26% 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

Clearstead Advisors's AZZ Position: Q2 2026 in Review

Clearstead Advisors opened a new position in AZZ Inc (AZZ) in Q2 2026: 26 shares worth $4.03K. The stake represents ﹤0.01% of the portfolio and ranks #2256 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AZZ as recently as Q4 2025.

Clearstead Advisors first reported a position in AZZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $38.7K in Q4 2025. 361 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Clearstead Advisors held 26 shares of AZZ Inc worth $4.03K as of Q2 2026.
  • AZZ Inc was a new Clearstead Advisors position in Q2 2026.
  • AZZ Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2256 holding.
  • Clearstead Advisors first reported a position in AZZ Inc in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's AZZ Inc position peaked at $38.7K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.