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Delphi Management’s AZZ Inc AZZ Stock Holding History

Delphi Management’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 		$1.24M Sell
9,918
-3,831
-28% -$483K 1.49% 17
2025
Q4 		$1.47M Sell
13,749
-474
-3% -$49.1K 1.44% 34
2025
Q3 		$1.55M Sell
14,223
-918
-6% -$102K 1.44% 17
2025
Q2 		$1.43M Sell
15,141
-935
-6% -$82.5K 1.38% 27
2025
Q1 		$1.34M Sell
16,076
-2,193
-12% -$196K 1.37% 32
2024
Q4 		$1.5M Sell
18,269
-286
-2% -$24.2K 1.45% 26
2024
Q3 		$1.53M Sell
18,555
-5,130
-22% -$406K 1.39% 27
2024
Q2 		$1.83M Buy
23,685
+2,521
+12% +$197K 1.49% 14
2024
Q1 		$1.64M Buy
21,164
+8,537
+68% +$577K 1.27% 49
2023
Q4 		$734K Buy
+12,627
New +$621K 0.67% 69

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delphi Management's AZZ Position: Q1 2026 in Review

Delphi Management reduced its AZZ Inc (AZZ) stake by 28% in Q1 2026, selling an estimated $483K and leaving 9,918 shares worth $1.24M. The position accounts for 1.49% of the portfolio, ranked #17.

Delphi Management first reported a position in AZZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.83M in Q2 2024. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

  • Delphi Management held 9,918 shares of AZZ Inc worth $1.24M as of Q1 2026.
  • Delphi Management sold 3,831 AZZ Inc shares in Q1 2026, an estimated $483K.
  • AZZ Inc made up 1.49% of Delphi Management's portfolio in Q1 2026, its #17 holding.
  • Delphi Management first reported a position in AZZ Inc in Q4 2023 and has held it in 10 quarters since.
  • Delphi Management's AZZ Inc position peaked at $1.83M in Q2 2024.
  • 336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Delphi Management's 13F filing for Q1 2026, filed 20 Apr 2026.