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 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	–	2505
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	–	1708
2021 Q4	$4K	Buy	+80	New	+$4.34K	﹤0.01%	1307

Other funds holding AZZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return