CIM
AZEK

Confluence Investment Management’s The AZEK Co AZEK Stock Holding History

Confluence Investment Management’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
-60,424
Closed -$3.28M – 295
2025
Q2 		$3.28M Sell
60,424
-91,566
-60% -$4.59M 0.05% 141
2025
Q1 		$7.43M Sell
151,990
-79,097
-34% -$3.75M 0.11% 119
2024
Q4 		$11M Sell
231,087
-10,737
-4% -$513K 0.15% 106
2024
Q3 		$11.3M Sell
241,824
-5,859
-2% -$251K 0.15% 106
2024
Q2 		$10.4M Sell
247,683
-26,989
-10% -$1.25M 0.15% 109
2024
Q1 		$13.8M Sell
274,672
-34,314
-11% -$1.5M 0.19% 100
2023
Q4 		$11.8M Sell
308,986
-54,430
-15% -$1.7M 0.17% 103
2023
Q3 		$10.8M Sell
363,416
-76,279
-17% -$2.4M 0.17% 103
2023
Q2 		$13.3M Sell
439,695
-36,106
-8% -$934K 0.19% 96
2023
Q1 		$11.2M Sell
475,801
-20,930
-4% -$495K 0.17% 103
2022
Q4 		$10.1M Buy
496,731
+232,878
+88% +$4.31M 0.15% 107
2022
Q3 		$4.38M Buy
+263,853
New +$5.02M 0.07% 145

Other funds holding AZEK

Osaic Holdings
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

Confluence Investment Management's AZEK Position: Q3 2025 in Review

Confluence Investment Management sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 60,424 shares — an estimated $3.28M sold.

Confluence Investment Management first reported a position in AZEK in Q3 2022 and held it in 12 quarters. The position peaked at $13.8M in Q1 2024. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • Confluence Investment Management reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • Confluence Investment Management sold 60,424 The AZEK Co shares in Q3 2025, an estimated $3.28M.
  • Confluence Investment Management first reported a position in The AZEK Co in Q3 2022 and held it in 12 quarters.
  • Confluence Investment Management's The AZEK Co position peaked at $13.8M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Confluence Investment Management's 13F filing for Q3 2025, filed 14 Oct 2025.