Essential Partners’s The AZEK Co AZEK Stock Holding History

Essential Partners’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	-298	Closed	-$16.2K	–	2679
2025 Q2	$16.2K	Buy	+298	New	+$14.9K	0.01%	729

Other funds holding AZEK

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

Essential Partners's AZEK Position: Q3 2025 in Review

Essential Partners sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 298 shares — an estimated $16.2K sold.

Essential Partners first reported a position in AZEK in Q2 2025 and held it in 1 quarter. The position peaked at $16.2K in Q2 2025. 3 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Essential Partners reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Essential Partners sold 298 The AZEK Co shares in Q3 2025, an estimated $16.2K.
Essential Partners first reported a position in The AZEK Co in Q2 2025 and held it in 1 quarter.
Essential Partners's The AZEK Co position peaked at $16.2K in Q2 2025.
3 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.