EWA
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EverSource Wealth Advisors’s AZZ Inc AZZ Stock Holding History

EverSource Wealth Advisors’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
Q2 		$279K Sell
1,802
-159
-8% -$22.6K 0.01% 838
2026
Q1 		$245K Buy
1,961
+251
+15% +$31.7K 0.01% 938
2025
Q4 		$183K Buy
1,710
+281
+20% +$29.1K 0.01% 986
2025
Q3 		$156K Buy
1,429
+495
+53% +$54.9K 0.01% 1038
2025
Q2 		$88.2K Buy
934
+859
+1,145% +$75.8K ﹤0.01% 1276
2025
Q1 		$6.27K Buy
75
+17
+29% +$1.52K ﹤0.01% 2386
2024
Q4 		$4.75K Buy
58
+13
+29% +$1.1K ﹤0.01% 2366
2024
Q3 		$3.72K Buy
45
+15
+50% +$1.19K ﹤0.01% 2343
2024
Q2 		$2.4K Buy
30
+25
+500% +$1.95K ﹤0.01% 2488
2024
Q1 		$358 Buy
+5
New +$338 ﹤0.01% 2771
2023
Q2 		– Sell
-247
Closed -$10.2K – 2504
2023
Q1 		$10.2K Hold
247
– – ﹤0.01% 1345
2022
Q4 		$9.93K Sell
247
-233
-49% -$9.16K ﹤0.01% 1335
2022
Q3 		$18K Buy
+480
New +$20K ﹤0.01% 929
2022
Q1 		– Sell
-80
Closed -$4K – 1707
2021
Q4 		$4K Buy
+80
New +$4.34K ﹤0.01% 1307

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's AZZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AZZ Inc (AZZ) stake by 8.1% in Q2 2026, selling an estimated $22.6K and leaving 1,802 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #838.

EverSource Wealth Advisors first reported a position in AZZ in Q4 2021 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • EverSource Wealth Advisors held 1,802 shares of AZZ Inc worth $279K as of Q2 2026.
  • EverSource Wealth Advisors sold 159 AZZ Inc shares in Q2 2026, an estimated $22.6K.
  • AZZ Inc made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #838 holding.
  • EverSource Wealth Advisors first reported a position in AZZ Inc in Q4 2021 and has held it in 14 quarters since.
  • 362 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.