DWM
AZEK

Diversify Wealth Management’s The AZEK Co AZEK Stock Holding History

Diversify Wealth Management’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
Q2 		– Sell
-20,171
Closed -$998K – 537
2025
Q1 		$998K Buy
20,171
+5,195
+35% +$246K 0.07% 244
2024
Q4 		$671K Buy
14,976
+4,637
+45% +$222K 0.05% 289
2024
Q3 		$437K Buy
10,339
+1,317
+15% +$56.4K 0.04% 337
2024
Q2 		$370K Buy
+9,022
New +$418K 0.05% 324

Other funds holding AZEK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Diversify Wealth Management's AZEK Position: Q2 2025 in Review

Diversify Wealth Management sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 20,171 shares — an estimated $998K sold.

Diversify Wealth Management first reported a position in AZEK in Q2 2024 and held it in 4 quarters. The position peaked at $998K in Q1 2025. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • Diversify Wealth Management reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 20,171 The AZEK Co shares in Q2 2025, an estimated $998K.
  • Diversify Wealth Management first reported a position in The AZEK Co in Q2 2024 and held it in 4 quarters.
  • Diversify Wealth Management's The AZEK Co position peaked at $998K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on Diversify Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.