Evermay Wealth Management’s AZZ Inc AZZ Stock Holding History

Evermay Wealth Management’s Portfolio AZZ Stock Details AZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.83K	Hold	21	–	–	﹤0.01%	560
2026 Q2	$3.26K	Hold	21	–	–	﹤0.01%	575
2026 Q1	$2.63K	Hold	21	–	–	﹤0.01%	538
2025 Q4	$2.26K	Hold	21	–	–	﹤0.01%	512
2025 Q3	$2.3K	Hold	21	–	–	﹤0.01%	493
2025 Q2	$1.99K	Hold	21	–	–	﹤0.01%	504
2025 Q1	$1.76K	Hold	21	–	–	﹤0.01%	519
2024 Q4	$1.72K	Hold	21	–	–	﹤0.01%	518
2024 Q3	$1.74K	Hold	21	–	–	﹤0.01%	549
2024 Q2	$1.63K	Hold	21	–	–	﹤0.01%	550
2024 Q1	$1.63K	Hold	21	–	–	﹤0.01%	551
2023 Q4	$1.22K	Hold	21	–	–	﹤0.01%	539
2023 Q3	$960	Hold	21	–	–	﹤0.01%	529
2023 Q2	$915	Hold	21	–	–	﹤0.01%	524
2023 Q1	$869	Hold	21	–	–	﹤0.01%	507
2022 Q4	$846	Hold	21	–	–	﹤0.01%	519
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	488
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	487
2022 Q1	$1K	Buy	+21	New	+$1.04K	﹤0.01%	497

Other funds holding AZZ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Evermay Wealth Management's AZZ Position: Q3 2026 in Review

Evermay Wealth Management held its AZZ Inc (AZZ) position steady in Q3 2026 at 21 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Evermay Wealth Management first reported a position in AZZ in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.26K in Q2 2026. 194 funds tracked by Wall St. Rank hold AZZ as of Q3 2026.

Evermay Wealth Management held 21 shares of AZZ Inc worth $2.83K as of Q3 2026.
Evermay Wealth Management left its AZZ Inc share count unchanged in Q3 2026.
AZZ Inc made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #560 holding.
Evermay Wealth Management first reported a position in AZZ Inc in Q1 2022 and has held it in 19 quarters since.
Evermay Wealth Management's AZZ Inc position peaked at $3.26K in Q2 2026.
194 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.