Creative Planning’s The AZEK Co AZEK Stock Holding History

Creative Planning’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	-19,886	Closed	-$1.08M	–	3917
2025 Q2	$1.08M	Buy	19,886 +1,953	+11%	+$97.9K	﹤0.01%	1791
2025 Q1	$877K	Buy	17,933 +10,277	+134%	+$487K	﹤0.01%	1820
2024 Q4	$363K	Buy	7,656 +669	+10%	+$32K	﹤0.01%	2513
2024 Q3	$327K	Buy	6,987 +430	+7%	+$18.4K	﹤0.01%	2454
2024 Q2	$276K	Buy	6,557 +2,017	+44%	+$93.4K	﹤0.01%	2421
2024 Q1	$228K	Buy	+4,540	New	+$198K	﹤0.01%	2477
2022 Q3	–	Sell	-10,309	Closed	-$173K	–	2321
2022 Q2	$173K	Buy	+10,309	New	+$212K	﹤0.01%	1901

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

Creative Planning's AZEK Position: Q3 2025 in Review

Creative Planning sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 19,886 shares — an estimated $1.08M sold.

Creative Planning first reported a position in AZEK in Q2 2022 and held it in 7 quarters. The position peaked at $1.08M in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Creative Planning reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 19,886 The AZEK Co shares in Q3 2025, an estimated $1.08M.
Creative Planning first reported a position in The AZEK Co in Q2 2022 and held it in 7 quarters.
Creative Planning's The AZEK Co position peaked at $1.08M in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.