Envestnet Portfolio Solutions
AZEK

Envestnet Portfolio Solutions’s The AZEK Co AZEK Stock Holding History

Envestnet Portfolio Solutions’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
-33,809
Closed -$1.65M – 1524
2025
Q1 		$1.65M Sell
33,809
-210
-0.6% -$9.95K 0.01% 643
2024
Q4 		$1.61M Sell
34,019
-4,746
-12% -$227K 0.01% 746
2024
Q3 		$1.81M Sell
38,765
-376
-1% -$16.1K 0.01% 691
2024
Q2 		$1.65M Sell
39,141
-4,662
-11% -$216K 0.01% 694
2024
Q1 		$2.2M Sell
43,803
-11,858
-21% -$517K 0.01% 607
2023
Q4 		$2.13M Sell
55,661
-2,551
-4% -$79.5K 0.01% 575
2023
Q3 		$1.73M Buy
+58,212
New +$1.83M 0.01% 585

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

Envestnet Portfolio Solutions's AZEK Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 33,809 shares — an estimated $1.65M sold.

Envestnet Portfolio Solutions first reported a position in AZEK in Q3 2023 and held it in 7 quarters. The position peaked at $2.2M in Q1 2024. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 33,809 The AZEK Co shares in Q2 2025, an estimated $1.65M.
  • Envestnet Portfolio Solutions first reported a position in The AZEK Co in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's The AZEK Co position peaked at $2.2M in Q1 2024.
  • 329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.