EverSource Wealth Advisors’s The AZEK Co AZEK Stock Holding History

EverSource Wealth Advisors’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	-490	Closed	-$26.6K	–	4330
2025 Q2	$26.6K	Buy	490 +50	+11%	+$2.51K	﹤0.01%	2071
2025 Q1	$21.5K	Buy	440 +264	+150%	+$12.5K	﹤0.01%	1652
2024 Q4	$8.36K	Buy	176 +115	+189%	+$5.49K	﹤0.01%	2094
2024 Q3	$2.85K	Buy	61 +17	+39%	+$729	﹤0.01%	2423
2024 Q2	$1.98K	Sell	44 -10	-19%	-$463	﹤0.01%	2550
2024 Q1	$2.46K	Sell	54 -66	-55%	-$2.88K	﹤0.01%	2317
2023 Q4	$4.59K	Buy	+120	New	+$3.74K	﹤0.01%	1894

Other funds holding AZEK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's AZEK Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 490 shares — an estimated $26.6K sold.

EverSource Wealth Advisors first reported a position in AZEK in Q4 2023 and held it in 7 quarters. The position peaked at $26.6K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

EverSource Wealth Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 490 The AZEK Co shares in Q3 2025, an estimated $26.6K.
EverSource Wealth Advisors first reported a position in The AZEK Co in Q4 2023 and held it in 7 quarters.
EverSource Wealth Advisors's The AZEK Co position peaked at $26.6K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.