Corient Private Wealth’s The AZEK Co AZEK Stock Holding History

Corient Private Wealth’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	-464,026	Closed	-$25.2M	–	2563
2025 Q2	$25.2M	Sell	464,026 -60,770	-12%	-$3.05M	0.03%	350
2025 Q1	$25.7M	Sell	524,796 -61,133	-10%	-$2.9M	0.04%	350
2024 Q4	$27.8M	Sell	585,929 -14,539	-2%	-$695K	0.05%	326
2024 Q3	$28.1M	Sell	600,468 -12,364	-2%	-$530K	0.04%	355
2024 Q2	$25.8M	Sell	612,832 -34,596	-5%	-$1.6M	0.05%	340
2024 Q1	$32.5M	Sell	647,428 -10,284	-2%	-$448K	0.06%	300
2023 Q4	$25.2M	Buy	657,712 +612,005	+1,339%	+$19.1M	0.05%	340
2023 Q3	$1.36M	Sell	45,707 -546	-1%	-$17.2K	﹤0.01%	1076
2023 Q2	$1.4M	Buy	46,253 +10,840	+31%	+$280K	﹤0.01%	1032
2023 Q1	$834K	Buy	+35,413	New	+$838K	﹤0.01%	1162

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

Corient Private Wealth's AZEK Position: Q3 2025 in Review

Corient Private Wealth sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 464,026 shares — an estimated $25.2M sold.

Corient Private Wealth first reported a position in AZEK in Q1 2023 and held it in 10 quarters. The position peaked at $32.5M in Q1 2024. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Corient Private Wealth reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Corient Private Wealth sold 464,026 The AZEK Co shares in Q3 2025, an estimated $25.2M.
Corient Private Wealth first reported a position in The AZEK Co in Q1 2023 and held it in 10 quarters.
Corient Private Wealth's The AZEK Co position peaked at $32.5M in Q1 2024.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.