EAM
AZEK

EFG Asset Management’s The AZEK Co AZEK Stock Holding History

EFG Asset 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
-46,936
Closed -$2.29M – 165
2025
Q1 		$2.29M Sell
46,936
-200
-0.4% -$9.47K 0.38% 112
2024
Q4 		$2.24M Buy
47,136
+9,772
+26% +$467K 0.31% 146
2024
Q3 		$1.75M Buy
37,364
+11,797
+46% +$506K 0.29% 153
2024
Q2 		$1.08M Sell
25,567
-15,924
-38% -$737K 0.19% 177
2024
Q1 		$2.08M Sell
41,491
-3,587
-8% -$156K 0.36% 115
2023
Q4 		$1.72M Sell
45,078
-18,318
-29% -$571K 0.33% 123
2023
Q3 		$1.89M Buy
63,396
+1,139
+2% +$35.8K 0.45% 72
2023
Q2 		$1.89M Sell
62,257
-3,683
-6% -$95.2K 0.4% 81
2023
Q1 		$1.55M Buy
65,940
+6,938
+12% +$164K 0.34% 105
2022
Q4 		$1.23M Buy
59,002
+23,018
+64% +$426K 0.28% 131
2022
Q3 		$598K Buy
35,984
+4,556
+14% +$86.7K 0.14% 171
2022
Q2 		$527K Sell
31,428
-16,614
-35% -$341K 0.11% 178
2022
Q1 		$1.19M Buy
48,042
+10,371
+28% +$326K 0.18% 158
2021
Q4 		$1.74M Buy
+37,671
New +$1.5M 0.23% 125

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

EFG Asset Management's AZEK Position: Q2 2025 in Review

EFG Asset Management sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 46,936 shares — an estimated $2.29M sold.

EFG Asset Management first reported a position in AZEK in Q4 2021 and held it in 14 quarters. The position peaked at $2.29M in Q1 2025. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • EFG Asset Management reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
  • EFG Asset Management sold 46,936 The AZEK Co shares in Q2 2025, an estimated $2.29M.
  • EFG Asset Management first reported a position in The AZEK Co in Q4 2021 and held it in 14 quarters.
  • EFG Asset Management's The AZEK Co position peaked at $2.29M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on EFG Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.