Cornerstone Planning Group
AZZ icon

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
Q3 		– Sell
-104
Closed -$15.7K – 308
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Lionshead Wealth Management
Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Cornerstone Planning Group's AZZ Position: Q3 2026 in Review

Cornerstone Planning Group sold out of AZZ Inc (AZZ) in Q3 2026, closing a stake of 104 shares — an estimated $15.7K sold.

Cornerstone Planning Group first reported a position in AZZ in Q3 2025 and held it in 4 quarters. The position peaked at $15.7K in Q2 2026. 42 funds tracked by Wall St. Rank hold AZZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining AZZ Inc position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 104 AZZ Inc shares in Q3 2026, an estimated $15.7K.
  • Cornerstone Planning Group first reported a position in AZZ Inc in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's AZZ Inc position peaked at $15.7K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.