Covestor’s AZZ Inc AZZ Stock Holding History

Covestor’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 Q1	$65K	Sell	519 -444	-46%	-$56K	0.05%	528
2025 Q4	$104K	Sell	963 -10	-1%	-$1.04K	0.05%	557
2025 Q3	$107K	Buy	973 +829	+576%	+$92K	0.06%	540
2025 Q2	$14K	Buy	144 +127	+747%	+$11.2K	0.01%	1363
2025 Q1	$1K	Sell	17 -1	-6%	-$89	﹤0.01%	1920
2024 Q4	$2K	Buy	18 +4	+29%	+$339	﹤0.01%	1845
2024 Q3	$1K	Buy	14 +12	+600%	+$949	﹤0.01%	1894
2024 Q2	$0	Hold	2	–	–	﹤0.01%	2237
2024 Q1	$0	Sell	2 -1,131	-100%	-$76.4K	﹤0.01%	2232
2023 Q4	$66K	Buy	1,133 +230	+25%	+$11.3K	0.05%	727
2023 Q3	$41K	Buy	903 +513	+132%	+$23.5K	0.03%	851
2023 Q2	$17K	Buy	390 +326	+509%	+$12.5K	0.01%	1196
2023 Q1	$3K	Sell	64 -17	-21%	-$697	﹤0.01%	1652
2022 Q4	$3K	Buy	81 +77	+1,925%	+$3.03K	﹤0.01%	1671
2022 Q3	$0	Sell	4 -83	-95%	-$3.46K	﹤0.01%	1980
2022 Q2	$4K	Buy	87 +11	+14%	+$494	﹤0.01%	1443
2022 Q1	$4K	Buy	76 +28	+58%	+$1.39K	﹤0.01%	1522
2021 Q4	$3K	Buy	+48	New	+$2.61K	﹤0.01%	1451

Other funds holding AZZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return