Envestnet Asset Management
AZEK

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

Envestnet 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
Q3 		– Sell
-29,926
Closed -$1.63M – 4519
2025
Q2 		$1.63M Sell
29,926
-131,728
-81% -$6.6M ﹤0.01% 2969
2025
Q1 		$7.9M Sell
161,654
-28,109
-15% -$1.33M ﹤0.01% 1818
2024
Q4 		$9.01M Sell
189,763
-6,588
-3% -$315K ﹤0.01% 1723
2024
Q3 		$9.19M Sell
196,351
-6,951
-3% -$298K ﹤0.01% 1693
2024
Q2 		$8.57M Buy
203,302
+15,317
+8% +$709K ﹤0.01% 1657
2024
Q1 		$9.44M Sell
187,985
-19,220
-9% -$837K ﹤0.01% 1556
2023
Q4 		$7.93M Buy
207,205
+5,380
+3% +$168K ﹤0.01% 1585
2023
Q3 		$6M Buy
201,825
+50,955
+34% +$1.6M ﹤0.01% 1683
2023
Q2 		$4.57M Buy
150,870
+9,173
+6% +$237K ﹤0.01% 1754
2023
Q1 		$3.34M Sell
141,697
-13,771
-9% -$326K ﹤0.01% 1877
2022
Q4 		$3.16M Buy
155,468
+3,539
+2% +$65.5K ﹤0.01% 1864
2022
Q3 		$2.52M Buy
151,929
+14,493
+11% +$276K ﹤0.01% 1945
2022
Q2 		$2.3M Buy
137,436
+38,642
+39% +$794K ﹤0.01% 2012
2022
Q1 		$2.45M Buy
98,794
+23,692
+32% +$745K ﹤0.01% 2082
2021
Q4 		$3.47M Buy
75,102
+49,218
+190% +$1.96M ﹤0.01% 1811
2021
Q3 		$946K Buy
+25,884
New +$1.01M ﹤0.01% 2583

Other funds holding AZEK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Envestnet Asset Management's AZEK Position: Q3 2025 in Review

Envestnet Asset Management sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 29,926 shares — an estimated $1.63M sold.

Envestnet Asset Management first reported a position in AZEK in Q3 2021 and held it in 16 quarters. The position peaked at $9.44M in Q1 2024. 3 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • Envestnet Asset Management reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 29,926 The AZEK Co shares in Q3 2025, an estimated $1.63M.
  • Envestnet Asset Management first reported a position in The AZEK Co in Q3 2021 and held it in 16 quarters.
  • Envestnet Asset Management's The AZEK Co position peaked at $9.44M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.