Forum Financial Management’s The AZEK Co AZEK Stock Holding History

Forum Financial Management’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	-5,963	Closed	-$324K	–	1012
2025 Q2	$324K	Buy	5,963 +832	+16%	+$41.7K	﹤0.01%	632
2025 Q1	$251K	Buy	5,131 +10	+0.2%	+$474	﹤0.01%	699
2024 Q4	$243K	Hold	5,121	–	–	﹤0.01%	746
2024 Q3	$240K	Buy	5,121 +1	+0%	+$43	﹤0.01%	632
2024 Q2	$216K	Buy	5,120 +4	+0.1%	+$185	﹤0.01%	641
2024 Q1	$257K	Buy	+5,116	New	+$223K	﹤0.01%	577

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

Forum Financial Management's AZEK Position: Q3 2025 in Review

Forum Financial Management sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 5,963 shares — an estimated $324K sold.

Forum Financial Management first reported a position in AZEK in Q1 2024 and held it in 6 quarters. The position peaked at $324K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Forum Financial Management reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Forum Financial Management sold 5,963 The AZEK Co shares in Q3 2025, an estimated $324K.
Forum Financial Management first reported a position in The AZEK Co in Q1 2024 and held it in 6 quarters.
Forum Financial Management's The AZEK Co position peaked at $324K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.