Congress Wealth Management
AZEK icon

Congress Wealth Management’s The AZEK Co AZEK Stock Holding History

Congress Wealth 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
Q2 		$895K Sell
16,473
-98,671
-86% -$4.95M 0.01% 737
2025
Q1 		$5.63M Buy
115,144
+19,826
+21% +$939K 0.07% 313
2024
Q4 		$4.52M Buy
95,318
+6,073
+7% +$290K 0.06% 297
2024
Q3 		$4.18M Buy
89,245
+2,298
+3% +$98.5K 0.06% 319
2024
Q2 		$3.66M Buy
86,947
+6,557
+8% +$303K 0.06% 287
2024
Q1 		$4.04M Buy
80,390
+2,157
+3% +$94K 0.07% 249
2023
Q4 		$2.99M Buy
78,233
+2,826
+4% +$88.1K 0.06% 274
2023
Q3 		$2.24M Buy
75,407
+16,229
+27% +$510K 0.05% 289
2023
Q2 		$1.79M Buy
59,178
+2,280
+4% +$59K 0.04% 280
2023
Q1 		$1.34M Buy
56,898
+6,944
+14% +$164K 0.03% 314
2022
Q4 		$1.02M Buy
49,954
+1,486
+3% +$27.5K 0.03% 332
2022
Q3 		$805K Buy
48,468
+14,346
+42% +$273K 0.02% 351
2022
Q2 		$571K Buy
34,122
+6,428
+23% +$132K 0.01% 387
2022
Q1 		$689K Buy
+27,694
New +$871K 0.02% 399

Other funds holding AZEK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HBK Investments
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's AZEK Position: Q2 2025 in Review

Congress Wealth Management reduced its The AZEK Co (AZEK) stake by 86% in Q2 2025, selling an estimated $4.95M and leaving 16,473 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #737.

Congress Wealth Management first reported a position in AZEK in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.63M in Q1 2025. 330 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • Congress Wealth Management held 16,473 shares of The AZEK Co worth $895K as of Q2 2025.
  • Congress Wealth Management sold 98,671 The AZEK Co shares in Q2 2025, an estimated $4.95M.
  • The AZEK Co made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #737 holding.
  • Congress Wealth Management first reported a position in The AZEK Co in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's The AZEK Co position peaked at $5.63M in Q1 2025.
  • 330 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.