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Cornerstone Planning Group’s AZZ Inc AZZ Stock Holding History

Cornerstone Planning Group’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 		$15.7K Sell
104
-1
-1% -$142 ﹤0.01% 744
2026
Q1 		$15K Buy
105
+1
+1% +$126 ﹤0.01% 770
2025
Q4 		$12.8K Buy
104
+41
+65% +$4.25K ﹤0.01% 721
2025
Q3 		$6.25K Buy
+63
New +$6.99K ﹤0.01% 891

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

Cornerstone Planning Group's AZZ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its AZZ Inc (AZZ) stake by 0.95% in Q2 2026, selling an estimated $142 and leaving 104 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Cornerstone Planning Group first reported a position in AZZ in Q3 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Cornerstone Planning Group held 104 shares of AZZ Inc worth $15.7K as of Q2 2026.
  • Cornerstone Planning Group sold 1 AZZ Inc share in Q2 2026, an estimated $142.
  • AZZ Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #744 holding.
  • Cornerstone Planning Group first reported a position in AZZ Inc in Q3 2025 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.