Creative Planning
AZZ icon

Creative Planning’s AZZ Inc AZZ Stock Holding History

Creative Planning’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 		$4.46M Buy
28,782
+6,001
+26% +$853K ﹤0.01% 1499
2026
Q1 		$2.85M Buy
22,781
+7,188
+46% +$907K ﹤0.01% 1616
2025
Q4 		$1.67M Buy
15,593
+4,975
+47% +$516K ﹤0.01% 1864
2025
Q3 		$1.16M Buy
10,618
+3,774
+55% +$419K ﹤0.01% 1983
2025
Q2 		$647K Sell
6,844
-3,186
-32% -$281K ﹤0.01% 2240
2025
Q1 		$839K Buy
10,030
+1,146
+13% +$102K ﹤0.01% 1852
2024
Q4 		$728K Buy
8,884
+2,117
+31% +$179K ﹤0.01% 1897
2024
Q3 		$559K Sell
6,767
-196
-3% -$15.5K ﹤0.01% 2000
2024
Q2 		$538K Buy
6,963
+2,974
+75% +$233K ﹤0.01% 1879
2024
Q1 		$308K Buy
+3,989
New +$269K ﹤0.01% 2231
2017
Q3 		– Sell
-1,606
Closed -$90K – 2036
2017
Q2 		$90K Buy
1,606
+1
+0.1% +$57 ﹤0.01% 2056
2017
Q1 		$96K Buy
1,605
+1,480
+1,184% +$87.4K ﹤0.01% 1989
2016
Q4 		$8K Hold
125
– – ﹤0.01% 3668
2016
Q3 		$8K Sell
125
-6
-5% -$383 ﹤0.01% 3627
2016
Q2 		$8K Hold
131
– – ﹤0.01% 3369
2016
Q1 		$7K Sell
131
-281
-68% -$14.6K ﹤0.01% 3388
2015
Q4 		$23K Buy
412
+64
+18% +$3.57K ﹤0.01% 2735
2015
Q3 		$17K Buy
+348
New +$17.9K ﹤0.01% 2837
2015
Q2 		– Sell
-948
Closed -$44K – 1253
2015
Q1 		$44K Sell
948
-364
-28% -$16K ﹤0.01% 2101
2014
Q4 		$62K Sell
1,312
-28,189
-96% -$1.27M ﹤0.01% 1853
2014
Q3 		$1.23M Buy
29,501
+776
+3% +$35.4K 0.01% 342
2014
Q2 		$1.32M Hold
28,725
– – 0.02% 315
2014
Q1 		$1.28M Hold
28,725
– – 0.02% 298
2013
Q4 		$1.4M Sell
28,725
-1,249
-4% -$56.7K 0.02% 244
2013
Q3 		$1.25M Buy
29,974
+1,138
+4% +$43.9K 0.02% 227
2013
Q2 		$1.11M Buy
+28,836
New +$1.24M 0.03% 212

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

Creative Planning's AZZ Position: Q2 2026 in Review

Creative Planning increased its AZZ Inc (AZZ) stake by 26% in Q2 2026, buying an estimated $853K and bringing the position to 28,782 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Creative Planning first reported a position in AZZ in Q2 2013 and has held it in 26 quarters since. 363 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Creative Planning held 28,782 shares of AZZ Inc worth $4.46M as of Q2 2026.
  • Creative Planning bought 6,001 AZZ Inc shares in Q2 2026, an estimated $853K.
  • AZZ Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1499 holding.
  • Creative Planning first reported a position in AZZ Inc in Q2 2013 and has held it in 26 quarters since.
  • 363 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.