PWMAI
AZEK

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s The AZEK Co AZEK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-2,887
Closed -$137K – 483
2024
Q4 		$137K Hold
2,887
– – 0.05% 165
2024
Q3 		$135K Buy
+2,887
New +$124K 0.07% 128

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AZEK Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of The AZEK Co (AZEK) in Q1 2025, closing a stake of 2,887 shares — an estimated $137K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AZEK in Q3 2024 and held it in 2 quarters. The position peaked at $137K in Q4 2024. 383 funds tracked by Wall St. Rank hold AZEK as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining The AZEK Co position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2,887 The AZEK Co shares in Q1 2025, an estimated $137K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in The AZEK Co in Q3 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s The AZEK Co position peaked at $137K in Q4 2024.
  • 383 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.