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Foundations Investment Advisors’s AZZ Inc AZZ Stock Holding History

Foundations Investment 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
2025
Q2 		– Sell
-7,222
Closed -$604K – 921
2025
Q1 		$604K Buy
7,222
+4,346
+151% +$388K 0.01% 526
2024
Q4 		$236K Buy
2,876
+101
+4% +$8.55K ﹤0.01% 745
2024
Q3 		$229K Buy
+2,775
New +$219K ﹤0.01% 720

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Foundations Investment Advisors's AZZ Position: Q2 2025 in Review

Foundations Investment Advisors sold out of AZZ Inc (AZZ) in Q2 2025, closing a stake of 7,222 shares — an estimated $604K sold.

Foundations Investment Advisors first reported a position in AZZ in Q3 2024 and held it in 3 quarters. The position peaked at $604K in Q1 2025. 261 funds tracked by Wall St. Rank hold AZZ as of Q2 2025.

  • Foundations Investment Advisors reported no remaining AZZ Inc position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,222 AZZ Inc shares in Q2 2025, an estimated $604K.
  • Foundations Investment Advisors first reported a position in AZZ Inc in Q3 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's AZZ Inc position peaked at $604K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.