C
AZEK

Covestor’s The AZEK Co AZEK Stock Holding History

Covestor’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
-1,113
Closed -$61K – 2282
2025
Q2 		$61K Sell
1,113
-762
-41% -$38.2K 0.04% 805
2025
Q1 		$92K Sell
1,875
-916
-33% -$43.4K 0.06% 541
2024
Q4 		$133K Buy
2,791
+33
+1% +$1.58K 0.08% 344
2024
Q3 		$129K Buy
2,758
+436
+19% +$18.7K 0.08% 380
2024
Q2 		$98K Sell
2,322
-71
-3% -$3.29K 0.06% 493
2024
Q1 		$120K Buy
2,393
+2,066
+632% +$90K 0.08% 407
2023
Q4 		$13K Buy
327
+10
+3% +$312 0.01% 1372
2023
Q3 		$9K Buy
317
+305
+2,542% +$9.59K 0.01% 1464
2023
Q2 		$0 Hold
12
– – ﹤0.01% 2126
2023
Q1 		$0 Hold
12
– – ﹤0.01% 2012
2022
Q4 		$0 Sell
12
-2,081
-99% -$38.5K ﹤0.01% 2059
2022
Q3 		$35K Sell
2,093
-1,874
-47% -$35.6K 0.03% 827
2022
Q2 		$66K Buy
3,967
+1,423
+56% +$29.2K 0.05% 639
2022
Q1 		$63K Buy
2,544
+2,379
+1,442% +$74.8K 0.04% 720
2021
Q4 		$8K Buy
+165
New +$6.57K 0.01% 1082

Other funds holding AZEK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Covestor's AZEK Position: Q3 2025 in Review

Covestor sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 1,113 shares — an estimated $61K sold.

Covestor first reported a position in AZEK in Q4 2021 and held it in 15 quarters. The position peaked at $133K in Q4 2024. 3 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • Covestor reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • Covestor sold 1,113 The AZEK Co shares in Q3 2025, an estimated $61K.
  • Covestor first reported a position in The AZEK Co in Q4 2021 and held it in 15 quarters.
  • Covestor's The AZEK Co position peaked at $133K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.